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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 | $64,920-17.0% | $103,693-48.0% | $86,983-38.0% |
| Participation rate | 92.0% | 63.6%+28.4pp | 72.6%+19.4pp | 69.5%+22.5pp |
| Annual return | 7.24% | 30.29%-23.1pp | 47.61%-40.4pp | 25.83%-18.6pp |
| Employer contribution / active EE | $1,563 | $2,141-27.0% | $2,920-46.5% | $2,584-39.5% |
| Participant deferral / active EE | $5,698 | $3,241+75.8% | $4,579+24.4% | $4,194+35.9% |
| Admin fee / account holder | $26,064 | $6,191+321.0% | $7,858+231.7% | $7,856+231.8% |