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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 | $56,101 | $60,442-7.2% | $96,754-42.0% | $87,485-35.9% |
| Participation rate | 95.7% | 58.7%+37.0pp | 70.3%+25.5pp | 68.9%+26.8pp |
| Annual return | 10.31% | 21.97%-11.7pp | 82.04%-71.7pp | 26.06%-15.8pp |
| Employer contribution / active EE | $3,697 | $1,691+118.7% | $2,679+38.0% | $2,596+42.4% |
| Participant deferral / active EE | $2,806 | $3,280-14.4% | $4,758-41.0% | $4,274-34.3% |
| Admin fee / account holder | $11,599 | $5,069+128.8% | $8,905+30.3% | $7,775+49.2% |