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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 | $64,886 | $51,638+25.7% | $68,368-5.1% | $82,448-21.3% |
| Participation rate | 98.7% | 63.6%+35.1pp | 73.8%+24.9pp | 68.1%+30.6pp |
| Annual return | 13.02% | 37.53%-24.5pp | 292.57%-279.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,289 | $2,047+60.7% | $2,649+24.1% | $2,551+28.9% |
| Participant deferral / active EE | $4,527 | $2,914+55.4% | $4,123+9.8% | $4,139+9.4% |
| Admin fee / account holder | $6,953 | $4,643+49.7% | $5,150+35.0% | $7,234-3.9% |