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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 | $49,553 | $95,453-48.1% | $112,040-55.8% | $82,448-39.9% |
| Participation rate | 91.9% | 72.8%+19.1pp | 76.5%+15.4pp | 68.1%+23.8pp |
| Annual return | 10.91% | 23.92%-13.0pp | 24.52%-13.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,045 | $2,318-11.8% | $2,954-30.8% | $2,551-19.8% |
| Participant deferral / active EE | $2,764 | $4,224-34.6% | $5,098-45.8% | $4,139-33.2% |
| Admin fee / account holder | $2,747 | $9,013-69.5% | $12,098-77.3% | $7,234-62.0% |