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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 | $83,472 | $29,319+184.7% | $52,425+59.2% | $82,448+1.2% |
| Participation rate | 88.0% | 46.9%+41.1pp | 55.6%+32.4pp | 68.1%+19.9pp |
| Annual return | 12.50% | 535.20%-522.7pp | 302.12%-289.6pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,247 | $586+112.6% | $914+36.4% | $2,551-51.1% |
| Participant deferral / active EE | $3,351 | $1,171+186.1% | $1,790+87.2% | $4,139-19.0% |
| Admin fee / account holder | $2,000 | $1,962+1.9% | $2,495-19.8% | $7,234-72.3% |