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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 | $49,340 | $58,234-15.3% | $81,783-39.7% | $80,874-39.0% |
| Participation rate | 95.5% | 63.4%+32.0pp | 72.4%+23.1pp | 67.6%+27.8pp |
| Annual return | 10.79% | 41.70%-30.9pp | 775.05%-764.3pp | 35.62%-24.8pp |
| Employer contribution / active EE | $2,682 | $2,341+14.5% | $2,913-7.9% | $2,756-2.7% |
| Participant deferral / active EE | $4,153 | $3,283+26.5% | $4,320-3.9% | $4,297-3.4% |
| Admin fee / account holder | $3,357 | $4,982-32.6% | $7,380-54.5% | $6,935-51.6% |