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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 | $102,462 | $102,978-0.5% | $90,287+13.5% | $152,870-33.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 3.52% | 95.17%-91.7pp | 78.10%-74.6pp | 345.34%-341.8pp |
| Employer contribution / active EE | $3,404 | $3,139+8.4% | $2,855+19.3% | $4,763-28.5% |
| Participant deferral / active EE | $4,548 | $4,281+6.2% | $3,885+17.1% | $5,850-22.3% |
| Admin fee / account holder | $509 | $6,171-91.8% | $5,351-90.5% | $11,597-95.6% |