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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 | $56,341 | $51,638+9.1% | $68,368-17.6% | $82,448-31.7% |
| Participation rate | 71.4% | 63.6%+7.8pp | 73.8%-2.3pp | 68.1%+3.4pp |
| Annual return | 10.12% | 37.53%-27.4pp | 292.57%-282.5pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,329 | $2,047-35.1% | $2,649-49.8% | $2,551-47.9% |
| Participant deferral / active EE | $2,754 | $2,914-5.5% | $4,123-33.2% | $4,139-33.5% |
| Admin fee / account holder | $3,651 | $4,643-21.4% | $5,150-29.1% | $7,234-49.5% |