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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 | $87,691 | $48,314+81.5% | $67,561+29.8% | $80,925+8.4% |
| Participation rate | 92.3% | 66.4%+25.9pp | 72.9%+19.4pp | 67.7%+24.6pp |
| Annual return | 10.66% | 18.28%-7.6pp | 3525.44%-3514.8pp | 35.65%-25.0pp |
| Employer contribution / active EE | $968 | $2,022-52.1% | $2,735-64.6% | $2,756-64.9% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,818 | $3,690-50.7% | $4,006-54.6% | $6,940-73.8% |