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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 | $60,086 | $53,837+11.6% | $75,714-20.6% | $85,847-30.0% |
| Participation rate | 96.8% | 69.1%+27.7pp | 74.8%+21.9pp | 69.3%+27.5pp |
| Annual return | 10.97% | 24.54%-13.6pp | 104.62%-93.7pp | 318.61%-307.6pp |
| Employer contribution / active EE | $2,371 | $2,017+17.5% | $2,744-13.6% | $2,565-7.6% |
| Participant deferral / active EE | $1,559 | $2,895-46.2% | $3,820-59.2% | $3,952-60.6% |
| Admin fee / account holder | $1,365 | $3,339-59.1% | $3,619-62.3% | $6,261-78.2% |