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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 | $95,554 | $45,050+112.1% | $63,018+51.6% | $70,126+36.3% |
| Participation rate | 85.2% | 69.5%+15.7pp | 74.8%+10.4pp | 69.5%+15.6pp |
| Annual return | 11.14% | 18.76%-7.6pp | 87.62%-76.5pp | 73.15%-62.0pp |
| Employer contribution / active EE | $7,833 | $2,052+281.8% | $2,761+183.7% | $2,343+234.4% |
| Participant deferral / active EE | $7,787 | $2,466+215.8% | $3,330+133.9% | $3,332+133.7% |
| Admin fee / account holder | $9,545 | $2,834+236.8% | $3,601+165.1% | $4,645+105.5% |