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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 | $52,122 | $76,551-31.9% | $123,894-57.9% | $62,881-17.1% |
| Participation rate | 92.7% | 73.0%+19.7pp | 81.4%+11.3pp | 69.3%+23.4pp |
| Annual return | 5.67% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,315 | $2,882-54.4% | $4,617-71.5% | $2,281-42.3% |
| Participant deferral / active EE | $2,278 | $4,840-52.9% | $5,984-61.9% | $3,203-28.9% |
| Admin fee / account holder | $9,843 | $4,826+104.0% | $8,357+17.8% | $4,296+129.1% |