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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 | $57,578 | $81,358-29.2% | $155,556-63.0% | $80,959-28.9% |
| Participation rate | 98.7% | 66.3%+32.4pp | 78.2%+20.4pp | 67.7%+31.0pp |
| Annual return | 9.48% | 33.39%-23.9pp | 64.84%-55.4pp | 35.67%-26.2pp |
| Employer contribution / active EE | $4,586 | $3,106+47.6% | $4,675-1.9% | $2,757+66.3% |
| Participant deferral / active EE | $3,533 | $3,455+2.2% | $5,631-37.3% | $4,300-17.8% |
| Admin fee / account holder | $1,408 | $7,994-82.4% | $15,885-91.1% | $6,925-79.7% |