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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 | $72,693 | $51,606+40.9% | $129,339-43.8% | $80,911-10.2% |
| Participation rate | 94.4% | 57.0%+37.5pp | 69.6%+24.8pp | 67.6%+26.8pp |
| Annual return | 10.49% | 20.76%-10.3pp | 9437.05%-9426.6pp | 35.63%-25.1pp |
| Employer contribution / active EE | $6,514 | $1,582+311.7% | $4,154+56.8% | $2,756+136.4% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,170-100.0% | $4,297-100.0% |
| Admin fee / account holder | $869 | $4,310-79.8% | $7,668-88.7% | $6,935-87.5% |