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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 | $63,128 | $86,050-26.6% | $189,758-66.7% | $94,015-32.9% |
| Participation rate | 78.4% | 68.9%+9.5pp | 79.8%-1.4pp | 70.8%+7.6pp |
| Annual return | 6.07% | 17.77%-11.7pp | 52.62%-46.5pp | 17.84%-11.8pp |
| Employer contribution / active EE | $2,234 | $2,819-20.8% | $4,767-53.1% | $2,790-19.9% |
| Participant deferral / active EE | $2,907 | $3,349-13.2% | $5,856-50.4% | $4,249-31.6% |
| Admin fee / account holder | $2,823 | $6,627-57.4% | $20,388-86.2% | $8,951-68.5% |