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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 | $41,035 | $53,128-22.8% | $86,582-52.6% | $70,126-41.5% |
| Participation rate | 95.2% | 65.3%+29.9pp | 73.5%+21.6pp | 69.5%+25.6pp |
| Annual return | 11.53% | 27.66%-16.1pp | 965.08%-953.6pp | 73.15%-61.6pp |
| Employer contribution / active EE | $2,974 | $2,068+43.8% | $2,839+4.8% | $2,343+27.0% |
| Participant deferral / active EE | $1,415 | $2,695-47.5% | $3,609-60.8% | $3,332-57.5% |
| Admin fee / account holder | $6,397 | $3,584+78.5% | $4,904+30.4% | $4,645+37.7% |