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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 | $53,903 | $49,976+7.9% | $66,674-19.2% | $82,637-34.8% |
| Participation rate | 92.0% | 63.1%+28.9pp | 73.7%+18.3pp | 68.1%+23.9pp |
| Annual return | 7.24% | 39.09%-31.9pp | 321.24%-314.0pp | 53.51%-46.3pp |
| Employer contribution / active EE | $1,563 | $1,988-21.4% | $2,620-40.3% | $2,552-38.7% |
| Participant deferral / active EE | $5,698 | $2,847+100.2% | $4,084+39.5% | $4,126+38.1% |
| Admin fee / account holder | $26,064 | $4,594+467.4% | $5,098+411.2% | $7,339+255.1% |