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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 | $76,407-30.9% | $150,298-64.9% | $82,448-36.0% |
| Participation rate | 92.0% | 66.4%+25.6pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 10.98% | 39.99%-29.0pp | 62.79%-51.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,901 | $2,614-27.3% | $4,154-54.2% | $2,551-25.5% |
| Participant deferral / active EE | $2,213 | $3,214-31.2% | $5,453-59.4% | $4,139-46.5% |
| Admin fee / account holder | $6,276 | $6,352-1.2% | $14,116-55.5% | $7,234-13.2% |