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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 | $49,368 | $48,053+2.7% | $84,628-41.7% | $72,975-32.3% |
| Participation rate | 86.4% | 57.6%+28.8pp | 68.2%+18.1pp | 69.5%+16.9pp |
| Annual return | 4.76% | 37.39%-32.6pp | 258.80%-254.0pp | 81.01%-76.3pp |
| Employer contribution / active EE | $3,305 | $1,602+106.3% | $2,653+24.6% | $2,440+35.4% |
| Participant deferral / active EE | $2,551 | $2,681-4.8% | $3,900-34.6% | $3,608-29.3% |
| Admin fee / account holder | $4,490 | $3,395+32.2% | $4,914-8.6% | $5,124-12.4% |