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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 | $128,272 | $81,208+58.0% | $98,920+29.7% | $79,856+60.6% |
| Participation rate | 86.2% | 72.5%+13.7pp | 76.0%+10.2pp | 69.6%+16.6pp |
| Annual return | 8.85% | 60.99%-52.1pp | 196.47%-187.6pp | 31.71%-22.9pp |
| Employer contribution / active EE | $530 | $1,960-73.0% | $2,689-80.3% | $2,471-78.6% |
| Participant deferral / active EE | $4,456 | $3,265+36.5% | $4,245+5.0% | $3,741+19.1% |
| Admin fee / account holder | $1,271 | $6,013-78.9% | $6,643-80.9% | $5,306-76.0% |