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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 | $88,205 | $58,275+51.4% | $81,844+7.8% | $80,935+9.0% |
| Participation rate | 97.2% | 63.5%+33.7pp | 72.4%+24.8pp | 67.7%+29.5pp |
| Annual return | 10.12% | 41.82%-31.7pp | 778.87%-768.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $5,532 | $2,346+135.8% | $2,916+89.7% | $2,757+100.7% |
| Participant deferral / active EE | $5,340 | $3,285+62.5% | $4,323+23.5% | $4,299+24.2% |
| Admin fee / account holder | $1,061 | $4,749-77.7% | $7,355-85.6% | $6,924-84.7% |