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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 | $57,309 | $81,947-30.1% | $105,387-45.6% | $72,975-21.5% |
| Participation rate | 92.9% | 76.5%+16.3pp | 82.6%+10.3pp | 69.5%+23.4pp |
| Annual return | 10.84% | 42.90%-32.1pp | 26.82%-16.0pp | 81.01%-70.2pp |
| Employer contribution / active EE | $2,899 | $3,468-16.4% | $4,213-31.2% | $2,440+18.8% |
| Participant deferral / active EE | $2,982 | $4,494-33.6% | $5,502-45.8% | $3,608-17.3% |
| Admin fee / account holder | $4,257 | $6,258-32.0% | $6,559-35.1% | $5,124-16.9% |