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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 | $45,041+56.7% | $63,003+12.1% | $70,131+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 | 87.59%-77.9pp | 73.14%-63.5pp |
| Employer contribution / active EE | $5,819 | $2,052+183.6% | $2,760+110.8% | $2,342+148.4% |
| Participant deferral / active EE | $3,088 | $2,465+25.3% | $3,329-7.2% | $3,332-7.3% |
| Admin fee / account holder | $2,037 | $2,836-28.2% | $3,600-43.4% | $4,645-56.1% |