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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 | $74,270 | $102,385-27.5% | $147,080-49.5% | $80,935-8.2% |
| Participation rate | 95.7% | 75.9%+19.9pp | 82.2%+13.6pp | 67.7%+28.1pp |
| Annual return | 9.11% | 135.09%-126.0pp | 420.17%-411.1pp | 35.66%-26.5pp |
| Employer contribution / active EE | $900 | $3,717-75.8% | $4,933-81.8% | $2,757-67.4% |
| Participant deferral / active EE | $2,963 | $6,651-55.5% | $8,066-63.3% | $4,299-31.1% |
| Admin fee / account holder | $2,009 | $7,951-74.7% | $12,989-84.5% | $6,924-71.0% |