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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 | $94,529 | $60,139+57.2% | $90,461+4.5% | $79,856+18.4% |
| Participation rate | 78.2% | 65.0%+13.2pp | 72.7%+5.5pp | 69.6%+8.5pp |
| Annual return | 4.42% | 71.96%-67.5pp | 1294.76%-1290.3pp | 31.71%-27.3pp |
| Employer contribution / active EE | $2,713 | $2,069+31.1% | $3,264-16.9% | $2,471+9.8% |
| Participant deferral / active EE | $3,339 | $2,939+13.6% | $3,964-15.8% | $3,741-10.7% |
| Admin fee / account holder | $5,202 | $3,978+30.7% | $5,617-7.4% | $5,306-2.0% |