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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 | $72,276 | $54,763+32.0% | $90,324-20.0% | $72,976-1.0% |
| Participation rate | 96.7% | 65.2%+31.5pp | 73.3%+23.4pp | 69.5%+27.2pp |
| Annual return | 6.84% | 30.63%-23.8pp | 78.15%-71.3pp | 81.02%-74.2pp |
| Employer contribution / active EE | $12,756 | $2,093+509.4% | $2,856+346.7% | $2,440+422.8% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,168 | $3,973-70.6% | $5,356-78.2% | $5,124-77.2% |