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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 | $47,479-6.2% | $62,929-29.2% | $82,448-46.0% |
| Participation rate | 82.5% | 66.9%+15.6pp | 73.1%+9.4pp | 68.1%+14.4pp |
| Annual return | 10.44% | 20.34%-9.9pp | 1063.93%-1053.5pp | 41.64%-31.2pp |
| Employer contribution / active EE | $2,693 | $1,885+42.8% | $2,505+7.5% | $2,551+5.6% |
| Participant deferral / active EE | $3,673 | $2,870+28.0% | $3,888-5.5% | $4,139-11.3% |
| Admin fee / account holder | $6,513 | $3,804+71.2% | $5,065+28.6% | $7,234-10.0% |