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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 | $45,737 | $85,171-46.3% | $172,753-73.5% | $72,976-37.3% |
| Participation rate | 92.6% | 70.1%+22.5pp | 82.6%+9.9pp | 69.5%+23.1pp |
| Annual return | 16.02% | 27.32%-11.3pp | 803.00%-787.0pp | 81.02%-65.0pp |
| Employer contribution / active EE | $2,820 | $3,324-15.2% | $5,144-45.2% | $2,440+15.6% |
| Participant deferral / active EE | $5,778 | $3,260+77.2% | $5,198+11.2% | $3,608+60.2% |
| Admin fee / account holder | $5,361 | $5,880-8.8% | $13,956-61.6% | $5,124+4.6% |