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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 | $49,605 | $70,366-29.5% | $66,674-25.6% | $138,895-64.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 11.07% | 386.41%-375.3pp | 321.24%-310.2pp | 145.39%-134.3pp |
| Employer contribution / active EE | $2,568 | $2,765-7.1% | $2,620-2.0% | $4,194-38.8% |
| Participant deferral / active EE | $3,804 | $4,374-13.0% | $4,084-6.9% | $6,396-40.5% |
| Admin fee / account holder | $11,194 | $5,262+112.7% | $5,098+119.6% | $12,562-10.9% |