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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 | $63,000 | $53,841+17.0% | $75,731-16.8% | $85,851-26.6% |
| Participation rate | 97.0% | 69.0%+27.9pp | 74.8%+22.1pp | 69.3%+27.6pp |
| Annual return | 11.50% | 24.54%-13.0pp | 104.65%-93.1pp | 318.63%-307.1pp |
| Employer contribution / active EE | $2,929 | $2,017+45.2% | $2,743+6.8% | $2,565+14.2% |
| Participant deferral / active EE | $1,172 | $2,895-59.5% | $3,820-69.3% | $3,952-70.4% |
| Admin fee / account holder | $884 | $3,340-73.5% | $3,620-75.6% | $6,261-85.9% |