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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 | $56,492 | $68,097-17.0% | $62,929-10.2% | $137,256-58.8% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 7.30% | 1859.11%-1851.8pp | 1063.93%-1056.6pp | 220.34%-213.0pp |
| Employer contribution / active EE | $1,571 | $2,811-44.1% | $2,505-37.3% | $4,156-62.2% |
| Participant deferral / active EE | $1,170 | $4,553-74.3% | $3,888-69.9% | $6,407-81.7% |
| Admin fee / account holder | $1,545 | $6,521-76.3% | $5,065-69.5% | $12,270-87.4% |