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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 | $84,122 | $56,110+49.9% | $94,993-11.4% | $70,126+20.0% |
| Participation rate | 96.6% | 65.0%+31.6pp | 73.9%+22.7pp | 69.5%+27.1pp |
| Annual return | 7.71% | 51.02%-43.3pp | 27.14%-19.4pp | 73.15%-65.4pp |
| Employer contribution / active EE | $4,092 | $1,442+183.7% | $2,603+57.2% | $2,343+74.7% |
| Participant deferral / active EE | $2,517 | $2,391+5.3% | $3,317-24.1% | $3,332-24.5% |
| Admin fee / account holder | $2,555 | $3,456-26.1% | $4,960-48.5% | $4,645-45.0% |