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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 | $58,349 | $34,316+70.0% | $74,723-21.9% | $72,976-20.0% |
| Participation rate | 93.8% | 42.4%+51.4pp | 54.5%+39.4pp | 69.5%+24.4pp |
| Annual return | 16.15% | 26.58%-10.4pp | 753.18%-737.0pp | 81.02%-64.9pp |
| Employer contribution / active EE | $846 | $692+22.3% | $1,084-22.0% | $2,440-65.3% |
| Participant deferral / active EE | $766 | $1,272-39.8% | $1,962-60.9% | $3,608-78.8% |
| Admin fee / account holder | $4,095 | $2,125+92.7% | $3,335+22.8% | $5,124-20.1% |