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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 | $51,406 | $84,236-39.0% | $170,435-69.8% | $70,126-26.7% |
| Participation rate | 87.1% | 70.8%+16.3pp | 83.6%+3.5pp | 69.5%+17.6pp |
| Annual return | 10.35% | 23.06%-12.7pp | 205.94%-195.6pp | 73.15%-62.8pp |
| Employer contribution / active EE | $1,881 | $3,387-44.5% | $5,432-65.4% | $2,343-19.7% |
| Participant deferral / active EE | $3,529 | $3,086+14.4% | $4,939-28.5% | $3,332+5.9% |
| Admin fee / account holder | $2,504 | $5,698-56.1% | $13,881-82.0% | $4,645-46.1% |