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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 | $52,798 | $75,541-30.1% | $152,093-65.3% | $82,637-36.1% |
| Participation rate | 92.0% | 66.5%+25.5pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 10.98% | 32.56%-21.6pp | 66.36%-55.4pp | 53.51%-42.5pp |
| Employer contribution / active EE | $1,901 | $2,622-27.5% | $4,175-54.5% | $2,552-25.5% |
| Participant deferral / active EE | $2,213 | $3,206-31.0% | $5,451-59.4% | $4,126-46.4% |
| Admin fee / account holder | $6,276 | $6,405-2.0% | $14,497-56.7% | $7,339-14.5% |