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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 | $71,725 | $50,554+41.9% | $67,681+6.0% | $87,485-18.0% |
| Participation rate | 73.1% | 67.7%+5.4pp | 73.7%-0.7pp | 68.9%+4.1pp |
| Annual return | 8.89% | 17.81%-8.9pp | 590.58%-581.7pp | 26.06%-17.2pp |
| Employer contribution / active EE | $4,179 | $1,988+110.2% | $2,678+56.0% | $2,596+61.0% |
| Participant deferral / active EE | $1,887 | $2,961-36.3% | $3,976-52.5% | $4,274-55.8% |
| Admin fee / account holder | $18,758 | $4,132+353.9% | $6,100+207.5% | $7,775+141.3% |