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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 | $49,976+19.5% | $66,674-10.4% | $82,637-27.7% |
| Participation rate | 75.0% | 63.1%+11.9pp | 73.7%+1.3pp | 68.1%+6.9pp |
| Annual return | 12.63% | 39.09%-26.5pp | 321.24%-308.6pp | 53.51%-40.9pp |
| Employer contribution / active EE | $1,942 | $1,988-2.3% | $2,620-25.9% | $2,552-23.9% |
| Participant deferral / active EE | $7,313 | $2,847+156.9% | $4,084+79.1% | $4,126+77.2% |
| Admin fee / account holder | $9,021 | $4,594+96.4% | $5,098+76.9% | $7,339+22.9% |