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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 | $35,297 | $70,366-49.8% | $66,674-47.1% | $138,895-74.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 12.34% | 386.41%-374.1pp | 321.24%-308.9pp | 145.39%-133.1pp |
| Employer contribution / active EE | $2,297 | $2,765-16.9% | $2,620-12.3% | $4,194-45.2% |
| Participant deferral / active EE | $9,416 | $4,374+115.3% | $4,084+130.6% | $6,396+47.2% |
| Admin fee / account holder | $14,685 | $5,262+179.0% | $5,098+188.0% | $12,562+16.9% |