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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 | $63,336 | $63,3460% | $92,240-31.3% | $70,126-9.7% |
| Participation rate | 85.4% | 68.7%+16.7pp | 76.5%+8.9pp | 69.5%+15.8pp |
| Annual return | 10.10% | 530.19%-520.1pp | 176.29%-166.2pp | 73.15%-63.0pp |
| Employer contribution / active EE | $3,119 | $2,471+26.2% | $3,680-15.2% | $2,343+33.2% |
| Participant deferral / active EE | $1,910 | $2,854-33.1% | $3,897-51.0% | $3,332-42.7% |
| Admin fee / account holder | $4,326 | $3,841+12.6% | $5,194-16.7% | $4,645-6.9% |