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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 | $55,631 | $101,798-45.4% | $165,071-66.3% | $80,935-31.3% |
| Participation rate | 93.5% | 71.8%+21.7pp | 78.6%+14.9pp | 67.7%+25.9pp |
| Annual return | 9.65% | 16.73%-7.1pp | 70.17%-60.5pp | 35.66%-26.0pp |
| Employer contribution / active EE | $3,730 | $2,954+26.3% | $4,347-14.2% | $2,757+35.3% |
| Participant deferral / active EE | $2,767 | $4,476-38.2% | $6,035-54.2% | $4,299-35.7% |
| Admin fee / account holder | $3,829 | $8,221-53.4% | $12,695-69.8% | $6,924-44.7% |