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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 | $58,679 | $58,311+0.6% | $81,882-28.3% | $80,959-27.5% |
| Participation rate | 98.5% | 63.5%+35.0pp | 72.4%+26.1pp | 67.7%+30.9pp |
| Annual return | 10.05% | 41.85%-31.8pp | 779.47%-769.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $4,477 | $2,347+90.8% | $2,916+53.5% | $2,757+62.4% |
| Participant deferral / active EE | $2,026 | $3,287-38.3% | $4,323-53.1% | $4,300-52.9% |
| Admin fee / account holder | $2,218 | $4,752-53.3% | $7,360-69.9% | $6,925-68.0% |