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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 | $73,481 | $48,327+52.0% | $67,575+8.7% | $80,935-9.2% |
| Participation rate | 83.3% | 66.4%+16.9pp | 72.9%+10.4pp | 67.7%+15.7pp |
| Annual return | 10.14% | 18.31%-8.2pp | 3528.98%-3518.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $7,243 | $2,022+258.1% | $2,736+164.8% | $2,757+162.7% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,019 | $3,692+35.9% | $3,993+25.7% | $6,924-27.5% |