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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 | $60,349 | $47,479+27.1% | $62,929-4.1% | $82,448-26.8% |
| Participation rate | 73.3% | 66.9%+6.5pp | 73.1%+0.2pp | 68.1%+5.3pp |
| Annual return | 8.97% | 20.34%-11.4pp | 1063.93%-1055.0pp | 41.64%-32.7pp |
| Employer contribution / active EE | $1,276 | $1,885-32.3% | $2,505-49.0% | $2,551-50.0% |
| Participant deferral / active EE | $3,161 | $2,870+10.1% | $3,888-18.7% | $4,139-23.6% |
| Admin fee / account holder | $2,557 | $3,804-32.8% | $5,065-49.5% | $7,234-64.7% |