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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 | $73,395 | $53,128+38.1% | $86,582-15.2% | $70,126+4.7% |
| Participation rate | 98.0% | 65.3%+32.7pp | 73.5%+24.5pp | 69.5%+28.5pp |
| Annual return | 11.62% | 27.66%-16.0pp | 965.08%-953.5pp | 73.15%-61.5pp |
| Employer contribution / active EE | $4,237 | $2,068+104.9% | $2,839+49.2% | $2,343+80.9% |
| Participant deferral / active EE | $3,154 | $2,695+17.0% | $3,609-12.6% | $3,332-5.3% |
| Admin fee / account holder | $6,211 | $3,584+73.3% | $4,904+26.6% | $4,645+33.7% |