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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 | $78,690-33.7% | $161,489-67.7% | $87,485-40.4% |
| Participation rate | 97.4% | 67.5%+29.9pp | 78.7%+18.7pp | 68.9%+28.4pp |
| Annual return | 8.10% | 32.74%-24.6pp | 89.72%-81.6pp | 26.06%-18.0pp |
| Employer contribution / active EE | $3,553 | $2,588+37.3% | $4,268-16.8% | $2,596+36.8% |
| Participant deferral / active EE | $2,292 | $3,311-30.8% | $5,630-59.3% | $4,274-46.4% |
| Admin fee / account holder | $5,724 | $6,724-14.9% | $16,006-64.2% | $7,775-26.4% |