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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 | $27,059 | $68,097-60.3% | $62,929-57.0% | $137,256-80.3% |
| Participation rate | 85.0% | 77.4%+7.6pp | 73.1%+11.9pp | 80.0%+5.0pp |
| Annual return | 10.13% | 1859.11%-1849.0pp | 1063.93%-1053.8pp | 220.34%-210.2pp |
| Employer contribution / active EE | $2,784 | $2,811-1.0% | $2,505+11.2% | $4,156-33.0% |
| Participant deferral / active EE | $4,062 | $4,553-10.8% | $3,888+4.5% | $6,407-36.6% |
| Admin fee / account holder | $3,684 | $6,521-43.5% | $5,065-27.3% | $12,270-70.0% |