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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 | $51,232 | $47,479+7.9% | $62,929-18.6% | $82,448-37.9% |
| Participation rate | 84.9% | 66.9%+18.0pp | 73.1%+11.8pp | 68.1%+16.8pp |
| Annual return | 10.06% | 20.34%-10.3pp | 1063.93%-1053.9pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,744 | $1,885-7.5% | $2,505-30.4% | $2,551-31.6% |
| Participant deferral / active EE | $3,708 | $2,870+29.2% | $3,888-4.6% | $4,139-10.4% |
| Admin fee / account holder | $2,562 | $3,804-32.7% | $5,065-49.4% | $7,234-64.6% |