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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 | $66,097 | $52,353+26.3% | $120,225-45.0% | $82,448-19.8% |
| Participation rate | 97.2% | 58.3%+38.9pp | 69.6%+27.6pp | 68.1%+29.2pp |
| Annual return | 13.09% | 61.85%-48.8pp | 439.23%-426.1pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,457 | $1,510-3.5% | $3,475-58.1% | $2,551-42.9% |
| Participant deferral / active EE | $7,625 | $2,627+190.3% | $3,999+90.7% | $4,139+84.2% |
| Admin fee / account holder | $9,425 | $4,363+116.0% | $5,696+65.5% | $7,234+30.3% |