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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 | $53,573 | $48,327+10.9% | $67,575-20.7% | $80,935-33.8% |
| Participation rate | 97.9% | 66.4%+31.5pp | 72.9%+25.0pp | 67.7%+30.3pp |
| Annual return | 10.08% | 18.31%-8.2pp | 3528.98%-3518.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,711 | $2,022-15.4% | $2,736-37.5% | $2,757-37.9% |
| Participant deferral / active EE | $3,953 | $2,927+35.0% | $4,003-1.3% | $4,299-8.1% |
| Admin fee / account holder | $1,592 | $3,692-56.9% | $3,993-60.1% | $6,924-77.0% |