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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 | $83,489 | $45,041+85.4% | $63,003+32.5% | $70,131+19.0% |
| Participation rate | 94.0% | 69.5%+24.5pp | 74.8%+19.2pp | 69.5%+24.5pp |
| Annual return | 11.17% | 18.76%-7.6pp | 87.59%-76.4pp | 73.14%-62.0pp |
| Employer contribution / active EE | $4,468 | $2,052+117.7% | $2,760+61.9% | $2,342+90.7% |
| Participant deferral / active EE | $7,455 | $2,465+202.4% | $3,329+123.9% | $3,332+123.7% |
| Admin fee / account holder | $7,577 | $2,836+167.2% | $3,600+110.5% | $4,645+63.1% |