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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 | $46,857 | $53,841-13.0% | $75,731-38.1% | $85,851-45.4% |
| Participation rate | 96.2% | 69.0%+27.2pp | 74.8%+21.4pp | 69.3%+26.9pp |
| Annual return | 9.42% | 24.54%-15.1pp | 104.65%-95.2pp | 318.63%-309.2pp |
| Employer contribution / active EE | $1,879 | $2,017-6.8% | $2,743-31.5% | $2,565-26.7% |
| Participant deferral / active EE | $1,786 | $2,895-38.3% | $3,820-53.2% | $3,952-54.8% |
| Admin fee / account holder | $2,283 | $3,340-31.7% | $3,620-36.9% | $6,261-63.5% |