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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 | $53,297 | $70,121-24.0% | $63,803-16.5% | $138,895-61.6% |
| Participation rate | 86.4% | 77.2%+9.2pp | 72.7%+13.7pp | 79.9%+6.4pp |
| Annual return | 8.89% | 946.48%-937.6pp | 543.72%-534.8pp | 145.39%-136.5pp |
| Employer contribution / active EE | $3,541 | $2,882+22.9% | $2,532+39.8% | $4,194-15.6% |
| Participant deferral / active EE | $2,615 | $4,535-42.4% | $3,843-32.0% | $6,396-59.1% |
| Admin fee / account holder | $36,097 | $6,738+435.8% | $5,196+594.6% | $12,562+187.3% |