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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 | $59,866 | $47,479+26.1% | $62,929-4.9% | $82,448-27.4% |
| Participation rate | 95.8% | 66.9%+29.0pp | 73.1%+22.7pp | 68.1%+27.8pp |
| Annual return | 11.48% | 20.34%-8.9pp | 1063.93%-1052.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,316 | $1,885-30.2% | $2,505-47.4% | $2,551-48.4% |
| Participant deferral / active EE | $2,974 | $2,870+3.6% | $3,888-23.5% | $4,139-28.1% |
| Admin fee / account holder | $2,411 | $3,804-36.6% | $5,065-52.4% | $7,234-66.7% |