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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 | $31,761 | $202,326-84.3% | $172,745-81.6% | $152,870-79.2% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.4%+13.2pp |
| Annual return | 11.48% | 1029.72%-1018.2pp | 802.90%-791.4pp | 345.34%-333.9pp |
| Employer contribution / active EE | $1,642 | $5,858-72.0% | $5,144-68.1% | $4,763-65.5% |
| Participant deferral / active EE | $3,807 | $5,948-36.0% | $5,197-26.8% | $5,850-34.9% |
| Admin fee / account holder | $2,176 | $17,110-87.3% | $13,954-84.4% | $11,597-81.2% |