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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 | $82,917 | $48,314+71.6% | $67,561+22.7% | $80,925+2.5% |
| Participation rate | 93.8% | 66.4%+27.4pp | 72.9%+20.8pp | 67.7%+26.1pp |
| Annual return | 11.08% | 18.28%-7.2pp | 3525.44%-3514.4pp | 35.65%-24.6pp |
| Employer contribution / active EE | $1,168 | $2,022-42.2% | $2,735-57.3% | $2,756-57.6% |
| Participant deferral / active EE | $1,168 | $2,927-60.1% | $4,003-70.8% | $4,299-72.8% |
| Admin fee / account holder | $5,130 | $3,690+39.0% | $4,006+28.1% | $6,940-26.1% |