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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 | $46,554 | $50,554-7.9% | $67,681-31.2% | $87,485-46.8% |
| Participation rate | 91.4% | 67.7%+23.7pp | 73.7%+17.7pp | 68.9%+22.5pp |
| Annual return | 10.55% | 17.81%-7.3pp | 590.58%-580.0pp | 26.06%-15.5pp |
| Employer contribution / active EE | $5,805 | $1,988+191.9% | $2,678+116.7% | $2,596+123.6% |
| Participant deferral / active EE | $3,133 | $2,961+5.8% | $3,976-21.2% | $4,274-26.7% |
| Admin fee / account holder | $1,524 | $4,132-63.1% | $6,100-75.0% | $7,775-80.4% |