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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 | $69,481 | $89,367-22.3% | $141,191-50.8% | $72,975-4.8% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 3.59% | 111.87%-108.3pp | 71.41%-67.8pp | 81.01%-77.4pp |
| Employer contribution / active EE | $6,436 | $3,115+106.6% | $4,736+35.9% | $2,440+163.8% |
| Participant deferral / active EE | $12,662 | $5,419+133.7% | $6,710+88.7% | $3,608+251.0% |
| Admin fee / account holder | $8,418 | $5,957+41.3% | $10,264-18.0% | $5,124+64.3% |