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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 | $86,125 | $51,184+68.3% | $66,439+29.6% | $86,983-1.0% |
| Participation rate | 98.5% | 68.5%+30.0pp | 74.5%+24.0pp | 69.5%+28.9pp |
| Annual return | 9.21% | 17.07%-7.9pp | 757.66%-748.4pp | 25.83%-16.6pp |
| Employer contribution / active EE | $3,055 | $2,023+51.0% | $2,637+15.9% | $2,584+18.2% |
| Participant deferral / active EE | $4,353 | $2,927+48.7% | $3,876+12.3% | $4,194+3.8% |
| Admin fee / account holder | $5,034 | $4,154+21.2% | $6,173-18.5% | $7,856-35.9% |