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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 | $63,226 | $88,672-28.7% | $105,223-39.9% | $82,448-23.3% |
| Participation rate | 93.8% | 67.9%+25.8pp | 75.0%+18.7pp | 68.1%+25.7pp |
| Annual return | 9.04% | 30.86%-21.8pp | 180.65%-171.6pp | 41.64%-32.6pp |
| Employer contribution / active EE | $8,379 | $3,048+174.9% | $3,689+127.2% | $2,551+228.5% |
| Participant deferral / active EE | $2,415 | $4,036-40.2% | $5,072-52.4% | $4,139-41.7% |
| Admin fee / account holder | $7,183 | $7,146+0.5% | $8,859-18.9% | $7,234-0.7% |