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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 | $51,694 | $47,479+8.9% | $62,929-17.9% | $82,448-37.3% |
| Participation rate | 87.5% | 66.9%+20.6pp | 73.1%+14.4pp | 68.1%+19.4pp |
| Annual return | 8.99% | 20.34%-11.4pp | 1063.93%-1054.9pp | 41.64%-32.7pp |
| Employer contribution / active EE | $1,103 | $1,885-41.5% | $2,505-56.0% | $2,551-56.8% |
| Participant deferral / active EE | $2,145 | $2,870-25.3% | $3,888-44.8% | $4,139-48.2% |
| Admin fee / account holder | $2,349 | $3,804-38.2% | $5,065-53.6% | $7,234-67.5% |