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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 | $74,384 | $48,337+53.9% | $67,560+10.1% | $80,959-8.1% |
| Participation rate | 97.1% | 66.4%+30.6pp | 72.9%+24.1pp | 67.7%+29.4pp |
| Annual return | 10.88% | 18.26%-7.4pp | 3533.50%-3522.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $3,157 | $2,023+56.1% | $2,737+15.4% | $2,757+14.5% |
| Participant deferral / active EE | $5,079 | $2,928+73.5% | $4,004+26.9% | $4,300+18.1% |
| Admin fee / account holder | $11,488 | $3,695+210.9% | $3,994+187.6% | $6,925+65.9% |