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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 | $70,985 | $103,038-31.1% | $90,324-21.4% | $152,909-53.6% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.5%+10.4pp |
| Annual return | 7.67% | 95.25%-87.6pp | 78.15%-70.5pp | 345.46%-337.8pp |
| Employer contribution / active EE | $4,207 | $3,141+34.0% | $2,856+47.3% | $4,764-11.7% |
| Participant deferral / active EE | $4,797 | $4,282+12.0% | $3,885+23.5% | $5,851-18.0% |
| Admin fee / account holder | $2,477 | $6,177-59.9% | $5,356-53.7% | $11,601-78.6% |