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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 | $62,774 | $60,119+4.4% | $90,430-30.6% | $79,858-21.4% |
| Participation rate | 96.0% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.4pp |
| Annual return | 6.24% | 71.94%-65.7pp | 1293.73%-1287.5pp | 31.72%-25.5pp |
| Employer contribution / active EE | $5,313 | $2,068+157.0% | $3,262+62.9% | $2,471+115.0% |
| Participant deferral / active EE | $6,486 | $2,938+120.8% | $3,963+63.7% | $3,740+73.4% |
| Admin fee / account holder | $6,261 | $3,976+57.5% | $5,613+11.5% | $5,306+18.0% |