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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 | $81,944 | $53,837+52.2% | $75,714+8.2% | $85,847-4.5% |
| Participation rate | 84.9% | 69.1%+15.9pp | 74.8%+10.1pp | 69.3%+15.6pp |
| Annual return | 11.94% | 24.54%-12.6pp | 104.62%-92.7pp | 318.61%-306.7pp |
| Employer contribution / active EE | $1,237 | $2,017-38.7% | $2,744-54.9% | $2,565-51.8% |
| Participant deferral / active EE | $1,917 | $2,895-33.8% | $3,820-49.8% | $3,952-51.5% |
| Admin fee / account holder | $6,435 | $3,339+92.7% | $3,619+77.8% | $6,261+2.8% |