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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 | $66,797 | $76,368-12.5% | $67,681-1.3% | $154,746-56.8% |
| Participation rate | 83.3% | 79.0%+4.4pp | 73.7%+9.6pp | 80.7%+2.6pp |
| Annual return | 6.79% | 1066.77%-1060.0pp | 590.58%-583.8pp | 172.34%-165.5pp |
| Employer contribution / active EE | $2,085 | $3,151-33.8% | $2,678-22.2% | $4,379-52.4% |
| Participant deferral / active EE | $11,319 | $4,824+134.7% | $3,976+184.7% | $6,730+68.2% |
| Admin fee / account holder | $534 | $8,559-93.8% | $6,100-91.2% | $14,365-96.3% |