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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 | $81,017 | $78,707+2.9% | $117,861-31.3% | $70,126+15.5% |
| Participation rate | 89.5% | 73.2%+16.3pp | 79.7%+9.8pp | 69.5%+19.9pp |
| Annual return | 9.38% | 23.30%-13.9pp | 335.11%-325.7pp | 73.15%-63.8pp |
| Employer contribution / active EE | $5,590 | $2,223+151.4% | $3,786+47.6% | $2,343+138.6% |
| Participant deferral / active EE | $2,539 | $3,297-23.0% | $4,482-43.4% | $3,332-23.8% |
| Admin fee / account holder | $2,072 | $5,066-59.1% | $8,021-74.2% | $4,645-55.4% |