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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 | $70,613 | $111,535-36.7% | $105,223-32.9% | $137,256-48.6% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 11.38% | 237.85%-226.5pp | 180.65%-169.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,595 | $3,939-34.1% | $3,689-29.6% | $4,156-37.6% |
| Participant deferral / active EE | $2,915 | $5,500-47.0% | $5,072-42.5% | $6,407-54.5% |
| Admin fee / account holder | $1,782 | $9,721-81.7% | $8,859-79.9% | $12,270-85.5% |