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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 | $66,976 | $47,479+41.1% | $62,929+6.4% | $82,448-18.8% |
| Participation rate | 90.7% | 66.9%+23.8pp | 73.1%+17.6pp | 68.1%+22.6pp |
| Annual return | 10.33% | 20.34%-10.0pp | 1063.93%-1053.6pp | 41.64%-31.3pp |
| Employer contribution / active EE | $967 | $1,885-48.7% | $2,505-61.4% | $2,551-62.1% |
| Participant deferral / active EE | $6,967 | $2,870+142.7% | $3,888+79.2% | $4,139+68.3% |
| Admin fee / account holder | $1,680 | $3,804-55.8% | $5,065-66.8% | $7,234-76.8% |