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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 | $29,670+137.7% | $56,054+25.8% | $80,911-12.8% |
| Participation rate | 90.5% | 41.7%+48.8pp | 52.5%+38.0pp | 67.6%+22.8pp |
| Annual return | 7.57% | 35.24%-27.7pp | 1705.95%-1698.4pp | 35.63%-28.1pp |
| Employer contribution / active EE | $2,381 | $670+255.5% | $1,039+129.1% | $2,756-13.6% |
| Participant deferral / active EE | $3,009 | $1,227+145.3% | $1,952+54.1% | $4,297-30.0% |
| Admin fee / account holder | $4,882 | $2,431+100.8% | $2,822+73.0% | $6,935-29.6% |