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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 | $58,217 | $76,407-23.8% | $150,298-61.3% | $82,448-29.4% |
| Participation rate | 98.3% | 66.4%+31.9pp | 77.8%+20.5pp | 68.1%+30.2pp |
| Annual return | 12.39% | 39.99%-27.6pp | 62.79%-50.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,800 | $2,614+7.1% | $4,154-32.6% | $2,551+9.8% |
| Participant deferral / active EE | $1,436 | $3,214-55.3% | $5,453-73.7% | $4,139-65.3% |
| Admin fee / account holder | $5,113 | $6,352-19.5% | $14,116-63.8% | $7,234-29.3% |