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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 | $46,056 | $52,279-11.9% | $89,400-48.5% | $79,858-42.3% |
| Participation rate | 97.2% | 57.5%+39.7pp | 68.0%+29.2pp | 69.6%+27.6pp |
| Annual return | 9.50% | 22.16%-12.7pp | 245.64%-236.1pp | 31.72%-22.2pp |
| Employer contribution / active EE | $2,294 | $1,572+46.0% | $2,586-11.3% | $2,471-7.2% |
| Participant deferral / active EE | $4,897 | $2,740+78.7% | $3,890+25.9% | $3,740+30.9% |
| Admin fee / account holder | $8,489 | $3,356+152.9% | $4,882+73.9% | $5,306+60.0% |