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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 | $55,917 | $51,638+8.3% | $129,406-56.8% | $80,959-30.9% |
| Participation rate | 88.9% | 56.9%+32.0pp | 69.6%+19.2pp | 67.7%+21.2pp |
| Annual return | 10.59% | 20.78%-10.2pp | 9468.18%-9457.6pp | 35.67%-25.1pp |
| Employer contribution / active EE | $2,109 | $1,584+33.2% | $4,155-49.2% | $2,757-23.5% |
| Participant deferral / active EE | $3,865 | $2,670+44.7% | $4,167-7.3% | $4,300-10.1% |
| Admin fee / account holder | $3,263 | $4,313-24.3% | $7,689-57.6% | $6,925-52.9% |