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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 | $45,263 | $88,702-49.0% | $81,780-44.7% | $145,978-69.0% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.4%+22.9pp | 80.3%+14.9pp |
| Annual return | 8.44% | 1029.12%-1020.7pp | 776.27%-767.8pp | 550.52%-542.1pp |
| Employer contribution / active EE | $1,739 | $3,084-43.6% | $2,914-40.3% | $4,662-62.7% |
| Participant deferral / active EE | $4,142 | $4,645-10.8% | $4,321-4.1% | $6,690-38.1% |
| Admin fee / account holder | $34,878 | $8,414+314.5% | $7,384+372.4% | $13,400+160.3% |