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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 | $72,290 | $47,479+52.3% | $62,929+14.9% | $82,448-12.3% |
| Participation rate | 84.9% | 66.9%+18.0pp | 73.1%+11.8pp | 68.1%+16.8pp |
| Annual return | 10.96% | 20.34%-9.4pp | 1063.93%-1053.0pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,448 | $1,885+29.8% | $2,505-2.3% | $2,551-4.0% |
| Participant deferral / active EE | $6,201 | $2,870+116.0% | $3,888+59.5% | $4,139+49.8% |
| Admin fee / account holder | $2,502 | $3,804-34.2% | $5,065-50.6% | $7,234-65.4% |