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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 | $48,343 | $70,366-31.3% | $66,674-27.5% | $138,895-65.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 11.95% | 386.41%-374.5pp | 321.24%-309.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $2,443 | $2,765-11.7% | $2,620-6.8% | $4,194-41.8% |
| Participant deferral / active EE | $9,582 | $4,374+119.1% | $4,084+134.6% | $6,396+49.8% |
| Admin fee / account holder | $1,921 | $5,262-63.5% | $5,098-62.3% | $12,562-84.7% |