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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 | $59,297 | $48,337+22.7% | $67,560-12.2% | $80,959-26.8% |
| Participation rate | 95.1% | 66.4%+28.7pp | 72.9%+22.2pp | 67.7%+27.5pp |
| Annual return | 10.91% | 18.26%-7.4pp | 3533.50%-3522.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $9,284 | $2,023+359.0% | $2,737+239.2% | $2,757+236.7% |
| Participant deferral / active EE | $5,621 | $2,928+92.0% | $4,004+40.4% | $4,300+30.7% |
| Admin fee / account holder | $6,625 | $3,695+79.3% | $3,994+65.9% | $6,925-4.3% |