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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 | $85,528 | $93,345-8.4% | $119,126-28.2% | $87,485-2.2% |
| Participation rate | 84.9% | 68.7%+16.2pp | 75.8%+9.1pp | 68.9%+16.0pp |
| Annual return | 10.44% | 19.08%-8.6pp | 282.11%-271.7pp | 26.06%-15.6pp |
| Employer contribution / active EE | $2,699 | $3,172-14.9% | $4,034-33.1% | $2,596+3.9% |
| Participant deferral / active EE | $2,866 | $4,099-30.1% | $5,318-46.1% | $4,274-32.9% |
| Admin fee / account holder | $3,759 | $8,039-53.2% | $10,693-64.8% | $7,775-51.7% |