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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 | $66,326 | $50,637+31.0% | $86,582-23.4% | $62,293+6.5% |
| Participation rate | 86.7% | 67.9%+18.8pp | 73.5%+13.2pp | 69.5%+17.2pp |
| Annual return | 12.40% | 20.80%-8.4pp | 965.08%-952.7pp | 28.90%-16.5pp |
| Employer contribution / active EE | $1,957 | $2,075-5.7% | $2,839-31.1% | $2,042-4.2% |
| Participant deferral / active EE | $2,615 | $2,611+0.1% | $3,609-27.5% | $3,169-17.5% |
| Admin fee / account holder | $4,501 | $413+989.1% | $4,904-8.2% | $479+839.1% |