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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 | $48,011+39.5% | $63,803+5.0% | $82,637-19.0% |
| Participation rate | 90.7% | 66.6%+24.1pp | 72.7%+18.0pp | 68.1%+22.6pp |
| Annual return | 10.33% | 19.84%-9.5pp | 543.72%-533.4pp | 53.51%-43.2pp |
| Employer contribution / active EE | $967 | $1,904-49.2% | $2,532-61.8% | $2,552-62.1% |
| Participant deferral / active EE | $6,967 | $2,846+144.8% | $3,843+81.3% | $4,126+68.8% |
| Admin fee / account holder | $1,680 | $3,873-56.6% | $5,196-67.7% | $7,339-77.1% |