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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 | $57,180 | $51,638+10.7% | $68,368-16.4% | $82,448-30.6% |
| Participation rate | 95.5% | 63.6%+31.8pp | 73.8%+21.7pp | 68.1%+27.4pp |
| Annual return | 12.12% | 37.53%-25.4pp | 292.57%-280.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $3,597 | $2,047+75.8% | $2,649+35.8% | $2,551+41.0% |
| Participant deferral / active EE | $4,280 | $2,914+46.9% | $4,123+3.8% | $4,139+3.4% |
| Admin fee / account holder | $3,714 | $4,643-20.0% | $5,150-27.9% | $7,234-48.7% |