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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 | $51,184+67.4% | $66,439+29.0% | $86,983-1.5% |
| Participation rate | 97.9% | 68.5%+29.4pp | 74.5%+23.4pp | 69.5%+28.4pp |
| Annual return | 10.35% | 17.07%-6.7pp | 757.66%-747.3pp | 25.83%-15.5pp |
| Employer contribution / active EE | $1,510 | $2,023-25.4% | $2,637-42.7% | $2,584-41.6% |
| Participant deferral / active EE | $3,811 | $2,927+30.2% | $3,876-1.7% | $4,194-9.1% |
| Admin fee / account holder | $4,029 | $4,154-3.0% | $6,173-34.7% | $7,856-48.7% |