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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,066 | $78,690-11.0% | $161,489-56.6% | $87,485-19.9% |
| Participation rate | 97.4% | 67.5%+30.0pp | 78.7%+18.7pp | 68.9%+28.5pp |
| Annual return | 12.12% | 32.74%-20.6pp | 89.72%-77.6pp | 26.06%-13.9pp |
| Employer contribution / active EE | $2,326 | $2,588-10.1% | $4,268-45.5% | $2,596-10.4% |
| Participant deferral / active EE | $5,136 | $3,311+55.1% | $5,630-8.8% | $4,274+20.2% |
| Admin fee / account holder | $2,042 | $6,724-69.6% | $16,006-87.2% | $7,775-73.7% |