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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 | $52,511 | $77,901-32.6% | $149,717-64.9% | $75,181-30.2% |
| Participation rate | 90.9% | 65.6%+25.3pp | 78.8%+12.1pp | 67.2%+23.7pp |
| Annual return | 8.50% | 31.73%-23.2pp | 134.41%-125.9pp | 160.69%-152.2pp |
| Employer contribution / active EE | $1,271 | $3,137-59.5% | $4,820-73.6% | $2,671-52.4% |
| Participant deferral / active EE | $3,092 | $3,411-9.3% | $5,682-45.6% | $4,126-25.0% |
| Admin fee / account holder | $6,614 | $5,949+11.2% | $13,213-49.9% | $5,650+17.1% |