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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 | $85,679 | $47,479+80.5% | $62,929+36.2% | $82,448+3.9% |
| Participation rate | 97.9% | 66.9%+31.0pp | 73.1%+24.8pp | 68.1%+29.8pp |
| Annual return | 10.35% | 20.34%-10.0pp | 1063.93%-1053.6pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,510 | $1,885-19.9% | $2,505-39.7% | $2,551-40.8% |
| Participant deferral / active EE | $3,811 | $2,870+32.8% | $3,888-2.0% | $4,139-7.9% |
| Admin fee / account holder | $4,029 | $3,804+5.9% | $5,065-20.4% | $7,234-44.3% |