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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 | $86,438 | $48,327+78.9% | $67,575+27.9% | $80,935+6.8% |
| Participation rate | 85.7% | 66.4%+19.3pp | 72.9%+12.8pp | 67.7%+18.1pp |
| Annual return | 4.09% | 18.31%-14.2pp | 3528.98%-3524.9pp | 35.66%-31.6pp |
| Employer contribution / active EE | $1,114 | $2,022-44.9% | $2,736-59.3% | $2,757-59.6% |
| Participant deferral / active EE | $1,826 | $2,927-37.6% | $4,003-54.4% | $4,299-57.5% |
| Admin fee / account holder | $2,534 | $3,692-31.4% | $3,993-36.5% | $6,924-63.4% |