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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 | $60,050 | $89,370-32.8% | $141,197-57.5% | $72,976-17.7% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.5%+6.7pp | 69.5%+19.7pp |
| Annual return | 17.62% | 111.88%-94.3pp | 71.41%-53.8pp | 81.02%-63.4pp |
| Employer contribution / active EE | $2,099 | $3,115-32.6% | $4,736-55.7% | $2,440-14.0% |
| Participant deferral / active EE | $6,537 | $5,419+20.6% | $6,710-2.6% | $3,608+81.2% |
| Admin fee / account holder | $412 | $5,957-93.1% | $10,265-96.0% | $5,124-92.0% |