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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 | $92,179 | $51,184+80.1% | $66,439+38.7% | $86,983+6.0% |
| Participation rate | 96.7% | 68.5%+28.2pp | 74.5%+22.2pp | 69.5%+27.1pp |
| Annual return | 7.93% | 17.07%-9.1pp | 757.66%-749.7pp | 25.83%-17.9pp |
| Employer contribution / active EE | $2,250 | $2,023+11.2% | $2,637-14.7% | $2,584-13.0% |
| Participant deferral / active EE | $1,125 | $2,927-61.6% | $3,876-71.0% | $4,194-73.2% |
| Admin fee / account holder | $3,445 | $4,154-17.1% | $6,173-44.2% | $7,856-56.2% |