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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 | $104,263 | $47,479+119.6% | $62,929+65.7% | $82,448+26.5% |
| Participation rate | 92.7% | 66.9%+25.8pp | 73.1%+19.6pp | 68.1%+24.6pp |
| Annual return | 10.50% | 20.34%-9.8pp | 1063.93%-1053.4pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,806 | $1,885-4.2% | $2,505-27.9% | $2,551-29.2% |
| Participant deferral / active EE | $5,453 | $2,870+90.0% | $3,888+40.2% | $4,139+31.7% |
| Admin fee / account holder | $3,731 | $3,804-1.9% | $5,065-26.3% | $7,234-48.4% |