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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 | $48,284+81.6% | $67,524+29.9% | $80,911+8.4% |
| Participation rate | 92.3% | 66.4%+25.9pp | 72.9%+19.4pp | 67.6%+24.7pp |
| Annual return | 10.66% | 18.27%-7.6pp | 3519.41%-3508.8pp | 35.63%-25.0pp |
| Employer contribution / active EE | $968 | $2,021-52.1% | $2,734-64.6% | $2,756-64.9% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,001-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,818 | $3,688-50.7% | $4,001-54.6% | $6,935-73.8% |