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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 | $52,234 | $51,184+2.1% | $66,439-21.4% | $86,983-39.9% |
| Participation rate | 77.3% | 68.5%+8.8pp | 74.5%+2.8pp | 69.5%+7.7pp |
| Annual return | 10.21% | 17.07%-6.9pp | 757.66%-747.5pp | 25.83%-15.6pp |
| Employer contribution / active EE | $3,976 | $2,023+96.6% | $2,637+50.8% | $2,584+53.9% |
| Participant deferral / active EE | $5,772 | $2,927+97.2% | $3,876+48.9% | $4,194+37.6% |
| Admin fee / account holder | $3,761 | $4,154-9.5% | $6,173-39.1% | $7,856-52.1% |