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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 | $71,280 | $89,370-20.2% | $141,197-49.5% | $72,976-2.3% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 17.91% | 111.88%-94.0pp | 71.41%-53.5pp | 81.02%-63.1pp |
| Employer contribution / active EE | $2,247 | $3,115-27.9% | $4,736-52.6% | $2,440-7.9% |
| Participant deferral / active EE | $2,520 | $5,419-53.5% | $6,710-62.4% | $3,608-30.1% |
| Admin fee / account holder | $3,432 | $5,957-42.4% | $10,265-66.6% | $5,124-33.0% |