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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 | $59,333 | $54,763+8.3% | $90,324-34.3% | $72,976-18.7% |
| Participation rate | 93.1% | 65.2%+27.9pp | 73.3%+19.8pp | 69.5%+23.6pp |
| Annual return | 4.40% | 30.63%-26.2pp | 78.15%-73.7pp | 81.02%-76.6pp |
| Employer contribution / active EE | $5,267 | $2,093+151.6% | $2,856+84.4% | $2,440+115.9% |
| Participant deferral / active EE | $6,935 | $2,887+140.2% | $3,885+78.5% | $3,608+92.2% |
| Admin fee / account holder | $932 | $3,973-76.5% | $5,356-82.6% | $5,124-81.8% |