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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 | $81,276-29.2% | $155,574-63.0% | $80,925-28.8% |
| Participation rate | 98.7% | 66.2%+32.4pp | 78.2%+20.5pp | 67.7%+31.0pp |
| Annual return | 9.48% | 33.36%-23.9pp | 64.87%-55.4pp | 35.65%-26.2pp |
| Employer contribution / active EE | $4,586 | $3,103+47.8% | $4,676-1.9% | $2,756+66.4% |
| Participant deferral / active EE | $3,533 | $3,453+2.3% | $5,629-37.2% | $4,299-17.8% |
| Admin fee / account holder | $1,408 | $7,993-82.4% | $15,914-91.2% | $6,940-79.7% |