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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 | $90,376 | $48,314+87.1% | $67,561+33.8% | $80,925+11.7% |
| Participation rate | 75.0% | 66.4%+8.6pp | 72.9%+2.1pp | 67.7%+7.3pp |
| Annual return | 9.61% | 18.28%-8.7pp | 3525.44%-3515.8pp | 35.65%-26.0pp |
| Employer contribution / active EE | $1,061 | $2,022-47.5% | $2,735-61.2% | $2,756-61.5% |
| Participant deferral / active EE | $7,034 | $2,927+140.3% | $4,003+75.7% | $4,299+63.6% |
| Admin fee / account holder | $884 | $3,690-76.0% | $4,006-77.9% | $6,940-87.3% |