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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 | $160,045 | $60,139+166.1% | $90,461+76.9% | $79,856+100.4% |
| Participation rate | 96.2% | 65.0%+31.2pp | 72.7%+23.5pp | 69.6%+26.5pp |
| Annual return | 3.89% | 71.96%-68.1pp | 1294.76%-1290.9pp | 31.71%-27.8pp |
| Employer contribution / active EE | $8,328 | $2,069+302.6% | $3,264+155.2% | $2,471+237.0% |
| Participant deferral / active EE | $4,496 | $2,939+53.0% | $3,964+13.4% | $3,741+20.2% |
| Admin fee / account holder | $3,631 | $3,978-8.7% | $5,617-35.4% | $5,306-31.6% |