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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 | $50,735 | $54,763-7.4% | $90,324-43.8% | $72,976-30.5% |
| Participation rate | 92.9% | 65.2%+27.7pp | 73.3%+19.6pp | 69.5%+23.4pp |
| Annual return | 8.74% | 30.63%-21.9pp | 78.15%-69.4pp | 81.02%-72.3pp |
| Employer contribution / active EE | $3,447 | $2,093+64.7% | $2,856+20.7% | $2,440+41.3% |
| Participant deferral / active EE | $5,021 | $2,887+73.9% | $3,885+29.2% | $3,608+39.2% |
| Admin fee / account holder | $990 | $3,973-75.1% | $5,356-81.5% | $5,124-80.7% |