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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 | $48,011+92.0% | $63,803+44.5% | $82,637+11.5% |
| Participation rate | 96.7% | 66.6%+30.1pp | 72.7%+24.0pp | 68.1%+28.6pp |
| Annual return | 7.93% | 19.84%-11.9pp | 543.72%-535.8pp | 53.51%-45.6pp |
| Employer contribution / active EE | $2,250 | $1,904+18.2% | $2,532-11.2% | $2,552-11.9% |
| Participant deferral / active EE | $1,125 | $2,846-60.5% | $3,843-70.7% | $4,126-72.7% |
| Admin fee / account holder | $3,445 | $3,873-11.1% | $5,196-33.7% | $7,339-53.1% |