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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 | $67,319 | $75,541-10.9% | $152,093-55.7% | $82,637-18.5% |
| Participation rate | 94.4% | 66.5%+27.9pp | 77.8%+16.7pp | 68.1%+26.4pp |
| Annual return | 12.21% | 32.56%-20.3pp | 66.36%-54.2pp | 53.51%-41.3pp |
| Employer contribution / active EE | $2,505 | $2,622-4.5% | $4,175-40.0% | $2,552-1.9% |
| Participant deferral / active EE | $3,042 | $3,206-5.1% | $5,451-44.2% | $4,126-26.3% |
| Admin fee / account holder | $45,792 | $6,405+615.0% | $14,497+215.9% | $7,339+524.0% |