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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 | $48,314+54.0% | $67,561+10.1% | $80,925-8.1% |
| Participation rate | 97.1% | 66.4%+30.7pp | 72.9%+24.2pp | 67.7%+29.4pp |
| Annual return | 10.88% | 18.28%-7.4pp | 3525.44%-3514.6pp | 35.65%-24.8pp |
| Employer contribution / active EE | $3,157 | $2,022+56.2% | $2,735+15.4% | $2,756+14.5% |
| Participant deferral / active EE | $5,079 | $2,927+73.6% | $4,003+26.9% | $4,299+18.2% |
| Admin fee / account holder | $11,488 | $3,690+211.4% | $4,006+186.8% | $6,940+65.5% |