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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 | $51,901 | $76,551-32.2% | $123,894-58.1% | $62,881-17.5% |
| Participation rate | 93.9% | 73.0%+21.0pp | 81.4%+12.5pp | 69.3%+24.6pp |
| Annual return | 5.70% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,668 | $2,882-7.4% | $4,617-42.2% | $2,281+17.0% |
| Participant deferral / active EE | $3,875 | $4,840-19.9% | $5,984-35.2% | $3,203+21.0% |
| Admin fee / account holder | $13,486 | $4,826+179.5% | $8,357+61.4% | $4,296+213.9% |