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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 | $76,407-31.7% | $150,298-65.3% | $82,448-36.7% |
| Participation rate | 97.4% | 66.4%+31.0pp | 77.8%+19.6pp | 68.1%+29.3pp |
| Annual return | 8.10% | 39.99%-31.9pp | 62.79%-54.7pp | 41.64%-33.5pp |
| Employer contribution / active EE | $3,553 | $2,614+35.9% | $4,154-14.5% | $2,551+39.3% |
| Participant deferral / active EE | $2,292 | $3,214-28.7% | $5,453-58.0% | $4,139-44.6% |
| Admin fee / account holder | $5,724 | $6,352-9.9% | $14,116-59.4% | $7,234-20.9% |