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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 | $67,484 | $103,008-34.5% | $90,304-25.3% | $152,897-55.9% |
| Participation rate | 94.7% | 75.9%+18.9pp | 73.3%+21.5pp | 82.5%+12.3pp |
| Annual return | 2.37% | 95.22%-92.9pp | 78.13%-75.8pp | 345.43%-343.1pp |
| Employer contribution / active EE | $3,637 | $3,139+15.8% | $2,855+27.4% | $4,764-23.7% |
| Participant deferral / active EE | $9,754 | $4,281+127.8% | $3,885+151.1% | $5,851+66.7% |
| Admin fee / account holder | $2,914 | $6,175-52.8% | $5,354-45.6% | $11,599-74.9% |