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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 | $93,345-41.0% | $119,126-53.8% | $87,485-37.1% |
| Participation rate | 97.4% | 68.7%+28.7pp | 75.8%+21.7pp | 68.9%+28.5pp |
| Annual return | 12.08% | 19.08%-7.0pp | 282.11%-270.0pp | 26.06%-14.0pp |
| Employer contribution / active EE | $7,692 | $3,172+142.5% | $4,034+90.7% | $2,596+196.3% |
| Participant deferral / active EE | $4,265 | $4,099+4.1% | $5,318-19.8% | $4,274-0.2% |
| Admin fee / account holder | $10,264 | $8,039+27.7% | $10,693-4.0% | $7,775+32.0% |