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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 | $67,791 | $89,367-24.1% | $141,191-52.0% | $72,975-7.1% |
| Participation rate | 95.1% | 75.1%+20.0pp | 82.5%+12.6pp | 69.5%+25.6pp |
| Annual return | 13.66% | 111.87%-98.2pp | 71.41%-57.7pp | 81.01%-67.3pp |
| Employer contribution / active EE | $1,940 | $3,115-37.7% | $4,736-59.0% | $2,440-20.5% |
| Participant deferral / active EE | $5,686 | $5,419+4.9% | $6,710-15.3% | $3,608+57.6% |
| Admin fee / account holder | $2,071 | $5,957-65.2% | $10,264-79.8% | $5,124-59.6% |