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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 | $44,542 | $50,554-11.9% | $67,681-34.2% | $87,485-49.1% |
| Participation rate | 82.5% | 67.7%+14.8pp | 73.7%+8.8pp | 68.9%+13.6pp |
| Annual return | 10.44% | 17.81%-7.4pp | 590.58%-580.1pp | 26.06%-15.6pp |
| Employer contribution / active EE | $2,693 | $1,988+35.4% | $2,678+0.5% | $2,596+3.7% |
| Participant deferral / active EE | $3,673 | $2,961+24.0% | $3,976-7.6% | $4,274-14.0% |
| Admin fee / account holder | $6,513 | $4,132+57.6% | $6,100+6.8% | $7,775-16.2% |