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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 | $68,295 | $99,994-31.7% | $146,643-53.4% | $85,847-20.4% |
| Participation rate | 70.4% | 73.1%-2.7pp | 80.1%-9.7pp | 69.3%+1.1pp |
| Annual return | 6.57% | 18.93%-12.4pp | 22.75%-16.2pp | 318.61%-312.0pp |
| Employer contribution / active EE | $1,340 | $2,559-47.6% | $4,137-67.6% | $2,565-47.7% |
| Participant deferral / active EE | $2,842 | $4,006-29.0% | $5,506-48.4% | $3,952-28.1% |
| Admin fee / account holder | $3,237 | $7,703-58.0% | $10,280-68.5% | $6,261-48.3% |