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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 | $56,902 | $51,638+10.2% | $68,368-16.8% | $82,448-31.0% |
| Participation rate | 92.3% | 63.6%+28.7pp | 73.8%+18.6pp | 68.1%+24.2pp |
| Annual return | 9.13% | 37.53%-28.4pp | 292.57%-283.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $1,147 | $2,047-43.9% | $2,649-56.7% | $2,551-55.0% |
| Participant deferral / active EE | $3,838 | $2,914+31.7% | $4,123-6.9% | $4,139-7.3% |
| Admin fee / account holder | $8,548 | $4,643+84.1% | $5,150+66.0% | $7,234+18.2% |