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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 | $43,294 | $78,707-45.0% | $117,861-63.3% | $70,126-38.3% |
| Participation rate | 71.6% | 73.2%-1.6pp | 79.7%-8.0pp | 69.5%+2.1pp |
| Annual return | 11.65% | 23.30%-11.7pp | 335.11%-323.5pp | 73.15%-61.5pp |
| Employer contribution / active EE | $2,208 | $2,223-0.7% | $3,786-41.7% | $2,343-5.7% |
| Participant deferral / active EE | $1,665 | $3,297-49.5% | $4,482-62.9% | $3,332-50.0% |
| Admin fee / account holder | $2,590 | $5,066-48.9% | $8,021-67.7% | $4,645-44.3% |