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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 | $56,892 | $84,236-32.5% | $170,435-66.6% | $70,126-18.9% |
| Participation rate | 78.6% | 70.8%+7.7pp | 83.6%-5.0pp | 69.5%+9.0pp |
| Annual return | 9.62% | 23.06%-13.4pp | 205.94%-196.3pp | 73.15%-63.5pp |
| Employer contribution / active EE | $2,238 | $3,387-33.9% | $5,432-58.8% | $2,343-4.5% |
| Participant deferral / active EE | $3,106 | $3,086+0.6% | $4,939-37.1% | $3,332-6.8% |
| Admin fee / account holder | $14,965 | $5,698+162.6% | $13,881+7.8% | $4,645+222.1% |