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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 | $63,762 | $55,457+15.0% | $77,361-17.6% | $94,015-32.2% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 9.74% | 15.57%-5.8pp | 1011.54%-1001.8pp | 17.84%-8.1pp |
| Employer contribution / active EE | $2,432 | $2,255+7.8% | $2,990-18.7% | $2,790-12.8% |
| Participant deferral / active EE | $5,392 | $3,069+75.7% | $3,911+37.9% | $4,249+26.9% |
| Admin fee / account holder | $7,389 | $4,334+70.5% | $5,894+25.4% | $8,951-17.5% |