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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 | $48,314+22.7% | $67,561-12.2% | $80,925-26.7% |
| Participation rate | 95.1% | 66.4%+28.7pp | 72.9%+22.2pp | 67.7%+27.5pp |
| Annual return | 10.91% | 18.28%-7.4pp | 3525.44%-3514.5pp | 35.65%-24.7pp |
| Employer contribution / active EE | $9,284 | $2,022+359.2% | $2,735+239.5% | $2,756+236.8% |
| Participant deferral / active EE | $5,621 | $2,927+92.1% | $4,003+40.4% | $4,299+30.8% |
| Admin fee / account holder | $6,625 | $3,690+79.6% | $4,006+65.4% | $6,940-4.5% |