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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 | $53,791 | $84,236-36.1% | $170,435-68.4% | $70,126-23.3% |
| Participation rate | 81.5% | 70.8%+10.7pp | 83.6%-2.1pp | 69.5%+11.9pp |
| Annual return | 11.51% | 23.06%-11.6pp | 205.94%-194.4pp | 73.15%-61.6pp |
| Employer contribution / active EE | $2,084 | $3,387-38.5% | $5,432-61.6% | $2,343-11.0% |
| Participant deferral / active EE | $2,344 | $3,086-24.0% | $4,939-52.5% | $3,332-29.7% |
| Admin fee / account holder | $4,081 | $5,698-28.4% | $13,881-70.6% | $4,645-12.2% |