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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 | $56,530 | $88,672-36.2% | $105,223-46.3% | $82,448-31.4% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.8pp | 68.1%+20.8pp |
| Annual return | 11.26% | 30.86%-19.6pp | 180.65%-169.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,756 | $3,048-42.4% | $3,689-52.4% | $2,551-31.2% |
| Participant deferral / active EE | $2,796 | $4,036-30.7% | $5,072-44.9% | $4,139-32.5% |
| Admin fee / account holder | $10,240 | $7,146+43.3% | $8,859+15.6% | $7,234+41.5% |