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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 | $89,259-36.7% | $107,187-47.3% | $82,637-31.6% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.9pp | 68.1%+20.8pp |
| Annual return | 11.26% | 21.02%-9.8pp | 204.55%-193.3pp | 53.51%-42.2pp |
| Employer contribution / active EE | $1,756 | $3,080-43.0% | $3,782-53.6% | $2,552-31.2% |
| Participant deferral / active EE | $2,796 | $4,037-30.8% | $5,096-45.1% | $4,126-32.2% |
| Admin fee / account holder | $10,240 | $7,381+38.7% | $9,162+11.8% | $7,339+39.5% |