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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 | $76,314 | $102,422-25.5% | $147,117-48.1% | $80,959-5.7% |
| Participation rate | 95.9% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 11.00% | 135.16%-124.2pp | 420.54%-409.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,268 | $3,717-39.0% | $4,932-54.0% | $2,757-17.7% |
| Participant deferral / active EE | $5,213 | $6,652-21.6% | $8,065-35.4% | $4,300+21.2% |
| Admin fee / account holder | $2,969 | $7,953-62.7% | $12,993-77.2% | $6,925-57.1% |