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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 | $45,251 | $108,825-58.4% | $156,181-71.0% | $82,448-45.1% |
| Participation rate | 92.9% | 72.4%+20.5pp | 78.8%+14.0pp | 68.1%+24.8pp |
| Annual return | 11.87% | 20.59%-8.7pp | 64.87%-53.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $3,797 | $2,870+32.3% | $4,294-11.6% | $2,551+48.9% |
| Participant deferral / active EE | $9,127 | $4,577+99.4% | $6,132+48.8% | $4,139+120.5% |
| Admin fee / account holder | $6,218 | $9,341-33.4% | $14,586-57.4% | $7,234-14.0% |