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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 | $70,595 | $45,050+56.7% | $63,018+12.0% | $70,126+0.7% |
| Participation rate | 95.9% | 69.5%+26.4pp | 74.8%+21.1pp | 69.5%+26.4pp |
| Annual return | 9.65% | 18.76%-9.1pp | 87.62%-78.0pp | 73.15%-63.5pp |
| Employer contribution / active EE | $5,819 | $2,052+183.6% | $2,761+110.8% | $2,343+148.4% |
| Participant deferral / active EE | $3,088 | $2,466+25.3% | $3,330-7.3% | $3,332-7.3% |
| Admin fee / account holder | $2,037 | $2,834-28.1% | $3,601-43.4% | $4,645-56.2% |