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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 | $101,115 | $63,703+58.7% | $93,063+8.7% | $82,448+22.6% |
| Participation rate | 83.8% | 63.8%+20.0pp | 72.1%+11.7pp | 68.1%+15.7pp |
| Annual return | 12.81% | -775.43%+788.2pp | 34.15%-21.3pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,661 | $1,729-3.9% | $2,476-32.9% | $2,551-34.9% |
| Participant deferral / active EE | $2,444 | $2,919-16.3% | $3,958-38.2% | $4,139-40.9% |
| Admin fee / account holder | $743 | $5,982-87.6% | $6,033-87.7% | $7,234-89.7% |