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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 | $55,038 | $88,672-37.9% | $105,223-47.7% | $82,448-33.2% |
| Participation rate | 97.4% | 67.9%+29.5pp | 75.0%+22.4pp | 68.1%+29.4pp |
| Annual return | 12.08% | 30.86%-18.8pp | 180.65%-168.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $7,692 | $3,048+152.4% | $3,689+108.5% | $2,551+201.5% |
| Participant deferral / active EE | $4,265 | $4,036+5.7% | $5,072-15.9% | $4,139+3.0% |
| Admin fee / account holder | $10,264 | $7,146+43.6% | $8,859+15.9% | $7,234+41.9% |