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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 | $52,175 | $77,814-32.9% | $158,223-67.0% | $86,983-40.0% |
| Participation rate | 97.4% | 68.4%+29.0pp | 79.2%+18.2pp | 69.5%+27.8pp |
| Annual return | 8.10% | 30.54%-22.4pp | 52.09%-44.0pp | 25.83%-17.7pp |
| Employer contribution / active EE | $3,553 | $2,592+37.1% | $4,109-13.5% | $2,584+37.5% |
| Participant deferral / active EE | $2,292 | $3,270-29.9% | $5,467-58.1% | $4,194-45.4% |
| Admin fee / account holder | $5,724 | $5,879-2.6% | $16,047-64.3% | $7,856-27.1% |