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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 | $47,548 | $73,978-35.7% | $96,515-50.7% | $75,173-36.7% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+29.0pp |
| Annual return | 11.52% | 26.72%-15.2pp | 35.73%-24.2pp | 160.72%-149.2pp |
| Employer contribution / active EE | $9,725 | $2,931+231.8% | $3,740+160.1% | $2,671+264.1% |
| Participant deferral / active EE | $4,018 | $3,660+9.8% | $4,880-17.7% | $4,126-2.6% |
| Admin fee / account holder | $2,474 | $5,219-52.6% | $6,735-63.3% | $5,651-56.2% |