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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 | $103,038-0.6% | $90,324+13.4% | $152,909-33.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 3.52% | 95.25%-91.7pp | 78.15%-74.6pp | 345.46%-341.9pp |
| Employer contribution / active EE | $3,404 | $3,141+8.4% | $2,856+19.2% | $4,764-28.5% |
| Participant deferral / active EE | $4,548 | $4,282+6.2% | $3,885+17.0% | $5,851-22.3% |
| Admin fee / account holder | $509 | $6,177-91.8% | $5,356-90.5% | $11,601-95.6% |