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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 | $52,590 | $50,554+4.0% | $67,681-22.3% | $87,485-39.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.78% | 17.81%-7.0pp | 590.58%-579.8pp | 26.06%-15.3pp |
| Employer contribution / active EE | $1,245 | $1,988-37.4% | $2,678-53.5% | $2,596-52.0% |
| Participant deferral / active EE | $3,382 | $2,961+14.2% | $3,976-14.9% | $4,274-20.9% |
| Admin fee / account holder | $2,041 | $4,132-50.6% | $6,100-66.5% | $7,775-73.7% |