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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 | $44,338 | $65,440-32.2% | $98,506-55.0% | $85,851-48.4% |
| Participation rate | 89.2% | 65.0%+24.2pp | 73.3%+15.8pp | 69.3%+19.9pp |
| Annual return | 11.43% | 21.75%-10.3pp | 1494.92%-1483.5pp | 318.63%-307.2pp |
| Employer contribution / active EE | $5,156 | $2,169+137.7% | $2,961+74.1% | $2,565+101.0% |
| Participant deferral / active EE | $1,419 | $3,168-55.2% | $4,277-66.8% | $3,952-64.1% |
| Admin fee / account holder | $7,837 | $4,596+70.5% | $5,955+31.6% | $6,261+25.2% |