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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 | $54,601 | $80,992-32.6% | $96,534-43.4% | $75,173-27.4% |
| Participation rate | 85.2% | 71.8%+13.4pp | 76.0%+9.2pp | 67.2%+18.0pp |
| Annual return | 9.59% | 27.05%-17.5pp | 25.88%-16.3pp | 160.72%-151.1pp |
| Employer contribution / active EE | $2,405 | $2,283+5.4% | $2,965-18.9% | $2,671-10.0% |
| Participant deferral / active EE | $3,113 | $3,929-20.8% | $4,851-35.8% | $4,126-24.6% |
| Admin fee / account holder | $11,269 | $6,717+67.8% | $8,253+36.5% | $5,651+99.4% |