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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 | $70,524 | $29,667+137.7% | $56,441+25.0% | $80,874-12.8% |
| Participation rate | 90.5% | 41.7%+48.8pp | 52.5%+38.0pp | 67.6%+22.8pp |
| Annual return | 7.57% | 35.22%-27.7pp | 1704.21%-1696.6pp | 35.62%-28.1pp |
| Employer contribution / active EE | $2,381 | $669+255.7% | $1,039+129.1% | $2,756-13.6% |
| Participant deferral / active EE | $3,009 | $1,227+145.3% | $1,953+54.1% | $4,297-30.0% |
| Admin fee / account holder | $4,882 | $2,429+100.9% | $2,829+72.5% | $6,935-29.6% |