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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 | $48,097 | $55,457-13.3% | $77,361-37.8% | $94,015-48.8% |
| Participation rate | 89.7% | 69.8%+19.8pp | 75.0%+14.7pp | 70.8%+18.8pp |
| Annual return | 9.24% | 15.57%-6.3pp | 1011.54%-1002.3pp | 17.84%-8.6pp |
| Employer contribution / active EE | $4,093 | $2,255+81.5% | $2,990+36.9% | $2,790+46.7% |
| Participant deferral / active EE | $2,576 | $3,069-16.1% | $3,911-34.1% | $4,249-39.4% |
| Admin fee / account holder | $5,711 | $4,334+31.8% | $5,894-3.1% | $8,951-36.2% |