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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 | $50,554+32.5% | $67,681-1.0% | $87,485-23.4% |
| Participation rate | 90.7% | 67.7%+23.0pp | 73.7%+17.0pp | 68.9%+21.8pp |
| Annual return | 10.33% | 17.81%-7.5pp | 590.58%-580.3pp | 26.06%-15.7pp |
| Employer contribution / active EE | $967 | $1,988-51.4% | $2,678-63.9% | $2,596-62.7% |
| Participant deferral / active EE | $6,967 | $2,961+135.3% | $3,976+75.2% | $4,274+63.0% |
| Admin fee / account holder | $1,680 | $4,132-59.3% | $6,100-72.5% | $7,775-78.4% |