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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 | $34,825 | $48,284-27.9% | $67,524-48.4% | $80,911-57.0% |
| Participation rate | 93.9% | 66.4%+27.5pp | 72.9%+21.0pp | 67.6%+26.3pp |
| Annual return | 11.05% | 18.27%-7.2pp | 3519.41%-3508.4pp | 35.63%-24.6pp |
| Employer contribution / active EE | $2,664 | $2,021+31.8% | $2,734-2.6% | $2,756-3.3% |
| Participant deferral / active EE | $3,664 | $2,927+25.2% | $4,001-8.4% | $4,297-14.7% |
| Admin fee / account holder | $4,095 | $3,688+11.0% | $4,001+2.3% | $6,935-41.0% |