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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 | $70,730 | $89,367-20.9% | $141,191-49.9% | $72,975-3.1% |
| Participation rate | 82.4% | 75.1%+7.2pp | 82.5%-0.1pp | 69.5%+12.9pp |
| Annual return | 17.50% | 111.87%-94.4pp | 71.41%-53.9pp | 81.01%-63.5pp |
| Employer contribution / active EE | $1,495 | $3,115-52.0% | $4,736-68.4% | $2,440-38.7% |
| Participant deferral / active EE | $9,012 | $5,419+66.3% | $6,710+34.3% | $3,608+149.8% |
| Admin fee / account holder | $888 | $5,957-85.1% | $10,264-91.3% | $5,124-82.7% |