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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 | $81,407 | $104,694-22.2% | $85,709-5.0% | $167,536-51.4% |
| Participation rate | 88.2% | 76.4%+11.9pp | 69.9%+18.4pp | 82.1%+6.1pp |
| Annual return | 7.88% | 21.45%-13.6pp | 21.49%-13.6pp | 478.82%-470.9pp |
| Employer contribution / active EE | $1,562 | $3,337-53.2% | $2,619-40.4% | $4,839-67.7% |
| Participant deferral / active EE | $4,185 | $4,826-13.3% | $3,924+6.7% | $6,342-34.0% |
| Admin fee / account holder | $611 | $10,035-93.9% | $6,876-91.1% | $12,315-95.0% |