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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 | $111,359 | $53,128+109.6% | $86,582+28.6% | $70,126+58.8% |
| Participation rate | 85.7% | 65.3%+20.4pp | 73.5%+12.2pp | 69.5%+16.2pp |
| Annual return | 6.27% | 27.66%-21.4pp | 965.08%-958.8pp | 73.15%-66.9pp |
| Employer contribution / active EE | $2,290 | $2,068+10.7% | $2,839-19.4% | $2,343-2.2% |
| Participant deferral / active EE | $4,192 | $2,695+55.5% | $3,609+16.2% | $3,332+25.8% |
| Admin fee / account holder | $10,789 | $3,584+201.1% | $4,904+120.0% | $4,645+132.3% |