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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 | $45,810 | $51,638-11.3% | $68,368-33.0% | $82,448-44.4% |
| Participation rate | 95.1% | 63.6%+31.5pp | 73.8%+21.3pp | 68.1%+27.0pp |
| Annual return | 5.17% | 37.53%-32.4pp | 292.57%-287.4pp | 41.64%-36.5pp |
| Employer contribution / active EE | $2,371 | $2,047+15.9% | $2,649-10.5% | $2,551-7.0% |
| Participant deferral / active EE | $3,851 | $2,914+32.2% | $4,123-6.6% | $4,139-7.0% |
| Admin fee / account holder | $500 | $4,643-89.2% | $5,150-90.3% | $7,234-93.1% |