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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 | $41,634 | $51,638-19.4% | $129,406-67.8% | $80,959-48.6% |
| Participation rate | 95.0% | 56.9%+38.1pp | 69.6%+25.4pp | 67.7%+27.3pp |
| Annual return | 10.99% | 20.78%-9.8pp | 9468.18%-9457.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,862 | $1,584+80.7% | $4,155-31.1% | $2,757+3.8% |
| Participant deferral / active EE | $2,169 | $2,670-18.8% | $4,167-47.9% | $4,300-49.6% |
| Admin fee / account holder | $7,029 | $4,313+63.0% | $7,689-8.6% | $6,925+1.5% |