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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 | $42,778 | $70,366-39.2% | $66,674-35.8% | $138,895-69.2% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.7%+11.3pp | 79.9%+5.1pp |
| Annual return | 10.19% | 386.41%-376.2pp | 321.24%-311.1pp | 145.39%-135.2pp |
| Employer contribution / active EE | $3,601 | $2,765+30.2% | $2,620+37.4% | $4,194-14.1% |
| Participant deferral / active EE | $4,714 | $4,374+7.8% | $4,084+15.4% | $6,396-26.3% |
| Admin fee / account holder | $4,909 | $5,262-6.7% | $5,098-3.7% | $12,562-60.9% |