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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 | $96,244 | $76,407+26.0% | $150,298-36.0% | $82,448+16.7% |
| Participation rate | 97.4% | 66.4%+31.0pp | 77.8%+19.6pp | 68.1%+29.3pp |
| Annual return | 11.94% | 39.99%-28.1pp | 62.79%-50.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,584 | $2,614-1.2% | $4,154-37.8% | $2,551+1.3% |
| Participant deferral / active EE | $3,593 | $3,214+11.8% | $5,453-34.1% | $4,139-13.2% |
| Admin fee / account holder | $1,354 | $6,352-78.7% | $14,116-90.4% | $7,234-81.3% |