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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 | $48,687 | $80,992-39.9% | $96,534-49.6% | $75,173-35.2% |
| Participation rate | 92.0% | 71.8%+20.2pp | 76.0%+16.0pp | 67.2%+24.8pp |
| Annual return | 10.71% | 27.05%-16.3pp | 25.88%-15.2pp | 160.72%-150.0pp |
| Employer contribution / active EE | $2,074 | $2,283-9.1% | $2,965-30.0% | $2,671-22.3% |
| Participant deferral / active EE | $3,549 | $3,929-9.7% | $4,851-26.8% | $4,126-14.0% |
| Admin fee / account holder | $6,241 | $6,717-7.1% | $8,253-24.4% | $5,651+10.5% |