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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 | $51,051 | $75,541-32.4% | $152,093-66.4% | $82,637-38.2% |
| Participation rate | 90.0% | 66.5%+23.5pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 12.14% | 32.56%-20.4pp | 66.36%-54.2pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,350 | $2,622-48.5% | $4,175-67.7% | $2,552-47.1% |
| Participant deferral / active EE | $4,772 | $3,206+48.9% | $5,451-12.5% | $4,126+15.6% |
| Admin fee / account holder | $6,377 | $6,405-0.4% | $14,497-56.0% | $7,339-13.1% |