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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 | $89,259-27.2% | $107,187-39.4% | $82,637-21.4% |
| Participation rate | 96.3% | 67.9%+28.4pp | 75.0%+21.3pp | 68.1%+28.2pp |
| Annual return | 11.62% | 21.02%-9.4pp | 204.55%-192.9pp | 53.51%-41.9pp |
| Employer contribution / active EE | $9,057 | $3,080+194.1% | $3,782+139.5% | $2,552+254.9% |
| Participant deferral / active EE | $3,932 | $4,037-2.6% | $5,096-22.8% | $4,126-4.7% |
| Admin fee / account holder | $784 | $7,381-89.4% | $9,162-91.4% | $7,339-89.3% |