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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 | $72,278 | $78,707-8.2% | $117,861-38.7% | $70,126+3.1% |
| Participation rate | 93.2% | 73.2%+20.0pp | 79.7%+13.6pp | 69.5%+23.7pp |
| Annual return | 8.68% | 23.30%-14.6pp | 335.11%-326.4pp | 73.15%-64.5pp |
| Employer contribution / active EE | $2,274 | $2,223+2.3% | $3,786-39.9% | $2,343-2.9% |
| Participant deferral / active EE | $2,935 | $3,297-11.0% | $4,482-34.5% | $3,332-11.9% |
| Admin fee / account holder | $4,715 | $5,066-6.9% | $8,021-41.2% | $4,645+1.5% |