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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 | $115,779 | $56,060+106.5% | $76,002+52.3% | $80,874+43.2% |
| Participation rate | 93.5% | 62.0%+31.5pp | 69.1%+24.5pp | 67.6%+25.9pp |
| Annual return | 6.54% | 20.54%-14.0pp | 360.07%-353.5pp | 35.62%-29.1pp |
| Employer contribution / active EE | $1,290 | $1,873-31.1% | $2,688-52.0% | $2,756-53.2% |
| Participant deferral / active EE | $1,728 | $3,051-43.4% | $4,257-59.4% | $4,297-59.8% |
| Admin fee / account holder | $4,105 | $5,237-21.6% | $6,414-36.0% | $6,935-40.8% |