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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 | $51,762 | $63,365-18.3% | $91,994-43.7% | $72,976-29.1% |
| Participation rate | 90.2% | 72.5%+17.7pp | 78.6%+11.6pp | 69.5%+20.8pp |
| Annual return | 14.77% | 35.35%-20.6pp | 69.04%-54.3pp | 81.02%-66.2pp |
| Employer contribution / active EE | $1,842 | $2,116-12.9% | $3,453-46.6% | $2,440-24.5% |
| Participant deferral / active EE | $4,900 | $4,883+0.3% | $5,924-17.3% | $3,608+35.8% |
| Admin fee / account holder | $1,504 | $4,670-67.8% | $7,744-80.6% | $5,124-70.6% |