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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 | $51,827 | $64,348-19.5% | $90,162-42.5% | $70,131-26.1% |
| Participation rate | 93.3% | 70.4%+22.9pp | 76.9%+16.5pp | 69.5%+23.8pp |
| Annual return | 9.44% | 28.13%-18.7pp | 34.88%-25.4pp | 73.14%-63.7pp |
| Employer contribution / active EE | $1,837 | $2,046-10.2% | $3,318-44.6% | $2,342-21.6% |
| Participant deferral / active EE | $3,335 | $4,389-24.0% | $5,287-36.9% | $3,332+0.1% |
| Admin fee / account holder | $5,393 | $3,944+36.8% | $5,943-9.3% | $4,645+16.1% |