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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 | $48,011+45.4% | $63,803+9.4% | $82,637-15.5% |
| Participation rate | 93.7% | 66.6%+27.1pp | 72.7%+21.0pp | 68.1%+25.6pp |
| Annual return | 10.65% | 19.84%-9.2pp | 543.72%-533.1pp | 53.51%-42.9pp |
| Employer contribution / active EE | $1,306 | $1,904-31.4% | $2,532-48.4% | $2,552-48.8% |
| Participant deferral / active EE | $2,546 | $2,846-10.5% | $3,843-33.7% | $4,126-38.3% |
| Admin fee / account holder | $6,540 | $3,873+68.8% | $5,196+25.9% | $7,339-10.9% |