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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 | $58,329 | $79,449-26.6% | $189,575-69.2% | $85,847-32.1% |
| Participation rate | 80.8% | 66.0%+14.8pp | 78.4%+2.3pp | 69.3%+11.5pp |
| Annual return | 10.54% | 18.45%-7.9pp | 64.19%-53.7pp | 318.61%-308.1pp |
| Employer contribution / active EE | $2,602 | $2,081+25.1% | $4,412-41.0% | $2,565+1.4% |
| Participant deferral / active EE | $3,206 | $4,051-20.9% | $6,174-48.1% | $3,952-18.9% |
| Admin fee / account holder | $665 | $5,377-87.6% | $9,806-93.2% | $6,261-89.4% |