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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 | $59,740 | $51,638+15.7% | $68,368-12.6% | $82,448-27.5% |
| Participation rate | 75.0% | 63.6%+11.4pp | 73.8%+1.2pp | 68.1%+6.9pp |
| Annual return | 12.63% | 37.53%-24.9pp | 292.57%-279.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,942 | $2,047-5.1% | $2,649-26.7% | $2,551-23.9% |
| Participant deferral / active EE | $7,313 | $2,914+151.0% | $4,123+77.4% | $4,139+76.7% |
| Admin fee / account holder | $9,021 | $4,643+94.3% | $5,150+75.2% | $7,234+24.7% |