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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 | $54,560 | $106,749-48.9% | $145,433-62.5% | $82,448-33.8% |
| Participation rate | 74.0% | 75.6%-1.6pp | 82.1%-8.1pp | 68.1%+5.9pp |
| Annual return | 8.34% | 27.59%-19.3pp | 66.58%-58.2pp | 41.64%-33.3pp |
| Employer contribution / active EE | $1,937 | $3,444-43.8% | $4,554-57.5% | $2,551-24.1% |
| Participant deferral / active EE | $3,604 | $6,519-44.7% | $7,897-54.4% | $4,139-12.9% |
| Admin fee / account holder | $4,897 | $8,390-41.6% | $13,129-62.7% | $7,234-32.3% |