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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 | $45,003 | $57,330-21.5% | $86,656-48.1% | $75,177-40.1% |
| Participation rate | 77.4% | 63.2%+14.2pp | 71.7%+5.7pp | 67.2%+10.2pp |
| Annual return | 7.75% | 2675.40%-2667.7pp | 593.09%-585.3pp | 160.75%-153.0pp |
| Employer contribution / active EE | $2,487 | $2,316+7.4% | $3,025-17.8% | $2,671-6.9% |
| Participant deferral / active EE | $2,196 | $3,320-33.9% | $4,439-50.5% | $4,126-46.8% |
| Admin fee / account holder | $8,582 | $4,115+108.6% | $5,619+52.7% | $5,651+51.8% |