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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 | $72,888 | $51,638+41.2% | $68,368+6.6% | $82,448-11.6% |
| Participation rate | 97.1% | 63.6%+33.4pp | 73.8%+23.3pp | 68.1%+29.0pp |
| Annual return | 12.33% | 37.53%-25.2pp | 292.57%-280.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $6,960 | $2,047+240.1% | $2,649+162.8% | $2,551+172.9% |
| Participant deferral / active EE | $1,829 | $2,914-37.2% | $4,123-55.6% | $4,139-55.8% |
| Admin fee / account holder | $10,826 | $4,643+133.2% | $5,150+110.2% | $7,234+49.6% |