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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 | $43,065 | $47,479-9.3% | $62,929-31.6% | $82,448-47.8% |
| Participation rate | 82.1% | 66.9%+15.2pp | 73.1%+8.9pp | 68.1%+14.0pp |
| Annual return | 11.40% | 20.34%-8.9pp | 1063.93%-1052.5pp | 41.64%-30.2pp |
| Employer contribution / active EE | $2,851 | $1,885+51.2% | $2,505+13.8% | $2,551+11.8% |
| Participant deferral / active EE | $4,802 | $2,870+67.3% | $3,888+23.5% | $4,139+16.0% |
| Admin fee / account holder | $3,163 | $3,804-16.8% | $5,065-37.5% | $7,234-56.3% |