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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 | $48,284+11.0% | $67,524-20.7% | $80,911-33.8% |
| Participation rate | 97.9% | 66.4%+31.5pp | 72.9%+25.0pp | 67.6%+30.3pp |
| Annual return | 10.08% | 18.27%-8.2pp | 3519.41%-3509.3pp | 35.63%-25.6pp |
| Employer contribution / active EE | $1,711 | $2,021-15.4% | $2,734-37.4% | $2,756-37.9% |
| Participant deferral / active EE | $3,953 | $2,927+35.1% | $4,001-1.2% | $4,297-8.0% |
| Admin fee / account holder | $1,592 | $3,688-56.8% | $4,001-60.2% | $6,935-77.0% |