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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 | $55,902+107.1% | $76,030+52.3% | $80,959+43.0% |
| Participation rate | 93.5% | 62.1%+31.5pp | 69.1%+24.5pp | 67.7%+25.9pp |
| Annual return | 6.54% | 20.59%-14.0pp | 361.54%-355.0pp | 35.67%-29.1pp |
| Employer contribution / active EE | $1,290 | $1,867-30.9% | $2,688-52.0% | $2,757-53.2% |
| Participant deferral / active EE | $1,728 | $3,051-43.4% | $4,257-59.4% | $4,300-59.8% |
| Admin fee / account holder | $4,105 | $5,239-21.7% | $6,421-36.1% | $6,925-40.7% |