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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 | $58,504 | $103,392-43.4% | $87,104-32.8% | $152,897-61.7% |
| Participation rate | 94.7% | 79.4%+15.4pp | 76.9%+17.9pp | 82.5%+12.3pp |
| Annual return | 5.39% | 28.10%-22.7pp | 28.19%-22.8pp | 345.43%-340.0pp |
| Employer contribution / active EE | $2,632 | $3,221-18.3% | $2,521+4.4% | $4,764-44.8% |
| Participant deferral / active EE | $3,018 | $4,778-36.8% | $4,048-25.4% | $5,851-48.4% |
| Admin fee / account holder | $3,675 | $12,194-69.9% | $7,491-50.9% | $11,599-68.3% |