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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 | $68,150 | $48,284+41.1% | $67,524+0.9% | $80,911-15.8% |
| Participation rate | 92.5% | 66.4%+26.1pp | 72.9%+19.6pp | 67.6%+24.8pp |
| Annual return | 11.25% | 18.27%-7.0pp | 3519.41%-3508.2pp | 35.63%-24.4pp |
| Employer contribution / active EE | $7,272 | $2,021+259.7% | $2,734+166.0% | $2,756+163.9% |
| Participant deferral / active EE | $6,018 | $2,927+105.6% | $4,001+50.4% | $4,297+40.0% |
| Admin fee / account holder | $23,851 | $3,688+546.7% | $4,001+496.2% | $6,935+243.9% |