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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 | $121,082 | $48,327+150.5% | $67,575+79.2% | $80,935+49.6% |
| Participation rate | 93.0% | 66.4%+26.5pp | 72.9%+20.0pp | 67.7%+25.3pp |
| Annual return | 9.65% | 18.31%-8.7pp | 3528.98%-3519.3pp | 35.66%-26.0pp |
| Employer contribution / active EE | $661 | $2,022-67.3% | $2,736-75.8% | $2,757-76.0% |
| Participant deferral / active EE | $2,044 | $2,927-30.2% | $4,003-48.9% | $4,299-52.5% |
| Admin fee / account holder | $7,316 | $3,692+98.1% | $3,993+83.2% | $6,924+5.6% |