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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 | $70,797 | $29,733+138.1% | $56,025+26.4% | $80,959-12.6% |
| Participation rate | 90.6% | 41.7%+48.8pp | 52.5%+38.1pp | 67.7%+22.9pp |
| Annual return | 8.22% | 35.28%-27.1pp | 1712.69%-1704.5pp | 35.67%-27.4pp |
| Employer contribution / active EE | $1,228 | $672+82.9% | $1,042+17.9% | $2,757-55.4% |
| Participant deferral / active EE | $1,050 | $1,229-14.6% | $1,955-46.3% | $4,300-75.6% |
| Admin fee / account holder | $897 | $2,434-63.1% | $2,828-68.3% | $6,925-87.0% |