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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 | $56,942 | $51,184+11.2% | $66,439-14.3% | $86,983-34.5% |
| Participation rate | 77.8% | 68.5%+9.3pp | 74.5%+3.3pp | 69.5%+8.2pp |
| Annual return | 9.21% | 17.07%-7.9pp | 757.66%-748.5pp | 25.83%-16.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,457 | $2,927+18.1% | $3,876-10.8% | $4,194-17.6% |
| Admin fee / account holder | $5,115 | $4,154+23.1% | $6,173-17.1% | $7,856-34.9% |