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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 | $69,789 | $47,479+47.0% | $62,929+10.9% | $82,448-15.4% |
| Participation rate | 93.7% | 66.9%+26.8pp | 73.1%+20.6pp | 68.1%+25.6pp |
| Annual return | 10.65% | 20.34%-9.7pp | 1063.93%-1053.3pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,306 | $1,885-30.7% | $2,505-47.9% | $2,551-48.8% |
| Participant deferral / active EE | $2,546 | $2,870-11.3% | $3,888-34.5% | $4,139-38.5% |
| Admin fee / account holder | $6,540 | $3,804+71.9% | $5,065+29.1% | $7,234-9.6% |