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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 | $48,011+78.5% | $63,803+34.3% | $82,637+3.7% |
| Participation rate | 97.9% | 66.6%+31.3pp | 72.7%+25.2pp | 68.1%+29.9pp |
| Annual return | 10.35% | 19.84%-9.5pp | 543.72%-533.4pp | 53.51%-43.2pp |
| Employer contribution / active EE | $1,510 | $1,904-20.7% | $2,532-40.4% | $2,552-40.8% |
| Participant deferral / active EE | $3,811 | $2,846+33.9% | $3,843-0.8% | $4,126-7.6% |
| Admin fee / account holder | $4,029 | $3,873+4.0% | $5,196-22.5% | $7,339-45.1% |