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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 | $53,750 | $89,370-39.9% | $141,197-61.9% | $72,976-26.3% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 18.35% | 111.88%-93.5pp | 71.41%-53.1pp | 81.02%-62.7pp |
| Employer contribution / active EE | $3,226 | $3,115+3.6% | $4,736-31.9% | $2,440+32.2% |
| Participant deferral / active EE | $5,721 | $5,419+5.6% | $6,710-14.7% | $3,608+58.6% |
| Admin fee / account holder | $4,867 | $5,957-18.3% | $10,265-52.6% | $5,124-5.0% |