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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 | $59,465 | $53,128+11.9% | $86,582-31.3% | $70,126-15.2% |
| Participation rate | 85.7% | 65.3%+20.4pp | 73.5%+12.2pp | 69.5%+16.2pp |
| Annual return | 12.15% | 27.66%-15.5pp | 965.08%-952.9pp | 73.15%-61.0pp |
| Employer contribution / active EE | $1,182 | $2,068-42.9% | $2,839-58.4% | $2,343-49.6% |
| Participant deferral / active EE | $2,923 | $2,695+8.5% | $3,609-19.0% | $3,332-12.3% |
| Admin fee / account holder | $1,732 | $3,584-51.7% | $4,904-64.7% | $4,645-62.7% |