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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 | $59,328 | $51,638+14.9% | $68,368-13.2% | $82,448-28.0% |
| Participation rate | 88.0% | 63.6%+24.4pp | 73.8%+14.2pp | 68.1%+19.9pp |
| Annual return | 12.43% | 37.53%-25.1pp | 292.57%-280.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,636 | $2,047+28.8% | $2,649-0.5% | $2,551+3.3% |
| Participant deferral / active EE | $2,837 | $2,914-2.6% | $4,123-31.2% | $4,139-31.5% |
| Admin fee / account holder | $7,092 | $4,643+52.7% | $5,150+37.7% | $7,234-2.0% |