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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 | $65,190 | $58,848+10.8% | $88,179-26.1% | $82,637-21.1% |
| Participation rate | 96.7% | 57.9%+38.8pp | 69.1%+27.5pp | 68.1%+28.6pp |
| Annual return | 10.09% | 22.76%-12.7pp | 64.97%-54.9pp | 53.51%-43.4pp |
| Employer contribution / active EE | $2,054 | $1,678+22.4% | $2,549-19.4% | $2,552-19.5% |
| Participant deferral / active EE | $2,513 | $3,124-19.5% | $4,614-45.5% | $4,126-39.1% |
| Admin fee / account holder | $1,318 | $4,795-72.5% | $7,673-82.8% | $7,339-82.0% |