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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 | $64,973 | $88,672-26.7% | $105,223-38.3% | $82,448-21.2% |
| Participation rate | 96.3% | 67.9%+28.4pp | 75.0%+21.3pp | 68.1%+28.2pp |
| Annual return | 11.62% | 30.86%-19.2pp | 180.65%-169.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $9,057 | $3,048+197.2% | $3,689+145.5% | $2,551+255.0% |
| Participant deferral / active EE | $3,932 | $4,036-2.6% | $5,072-22.5% | $4,139-5.0% |
| Admin fee / account holder | $784 | $7,146-89.0% | $8,859-91.1% | $7,234-89.2% |