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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 | $52,850 | $68,394-22.7% | $94,672-44.2% | $75,177-29.7% |
| Participation rate | 87.2% | 76.1%+11.1pp | 80.8%+6.3pp | 67.2%+20.0pp |
| Annual return | 8.62% | 616.92%-608.3pp | 156.89%-148.3pp | 160.75%-152.1pp |
| Employer contribution / active EE | $2,616 | $2,701-3.2% | $3,673-28.8% | $2,671-2.1% |
| Participant deferral / active EE | $3,890 | $6,536-40.5% | $7,417-47.6% | $4,126-5.7% |
| Admin fee / account holder | $1,745 | $5,326-67.2% | $7,222-75.8% | $5,651-69.1% |