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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 | $56,101 | $63,949-12.3% | $129,031-56.5% | $94,015-40.3% |
| Participation rate | 95.7% | 63.4%+32.3pp | 73.4%+22.4pp | 70.8%+24.9pp |
| Annual return | 10.31% | 17.56%-7.3pp | 34.67%-24.4pp | 17.84%-7.5pp |
| Employer contribution / active EE | $3,697 | $1,865+98.3% | $3,226+14.6% | $2,790+32.5% |
| Participant deferral / active EE | $2,806 | $3,686-23.9% | $5,217-46.2% | $4,249-34.0% |
| Admin fee / account holder | $11,599 | $5,523+110.0% | $13,208-12.2% | $8,951+29.6% |