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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 | $67,324 | $86,288-22.0% | $111,306-39.5% | $85,851-21.6% |
| Participation rate | 84.3% | 73.3%+11.0pp | 77.3%+7.0pp | 69.3%+15.0pp |
| Annual return | 7.14% | 19.99%-12.8pp | 54.67%-47.5pp | 318.63%-311.5pp |
| Employer contribution / active EE | $1,706 | $2,044-16.5% | $2,732-37.6% | $2,565-33.5% |
| Participant deferral / active EE | $2,863 | $3,641-21.4% | $4,488-36.2% | $3,952-27.6% |
| Admin fee / account holder | $24,809 | $8,189+203.0% | $7,966+211.4% | $6,261+296.3% |