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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 | $50,239 | $54,757-8.3% | $90,304-44.4% | $72,975-31.2% |
| Participation rate | 92.9% | 65.2%+27.7pp | 73.3%+19.6pp | 69.5%+23.4pp |
| Annual return | 10.29% | 30.63%-20.3pp | 78.13%-67.8pp | 81.01%-70.7pp |
| Employer contribution / active EE | $2,864 | $2,093+36.8% | $2,855+0.3% | $2,440+17.4% |
| Participant deferral / active EE | $3,002 | $2,887+4.0% | $3,885-22.7% | $3,608-16.8% |
| Admin fee / account holder | $1,243 | $3,973-68.7% | $5,354-76.8% | $5,124-75.7% |