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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 | $49,542 | $53,127-6.7% | $86,587-42.8% | $70,131-29.4% |
| Participation rate | 76.1% | 65.3%+10.8pp | 73.5%+2.5pp | 69.5%+6.5pp |
| Annual return | 12.33% | 27.66%-15.3pp | 964.86%-952.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,540 | $2,068-25.5% | $2,839-45.7% | $2,342-34.2% |
| Participant deferral / active EE | $3,579 | $2,696+32.7% | $3,609-0.8% | $3,332+7.4% |
| Admin fee / account holder | $3,651 | $3,585+1.8% | $4,906-25.6% | $4,645-21.4% |