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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 | $100,336 | $102,385-2.0% | $147,080-31.8% | $80,935+24.0% |
| Participation rate | 75.9% | 75.9%0pp | 82.2%-6.3pp | 67.7%+8.2pp |
| Annual return | 10.35% | 135.09%-124.7pp | 420.17%-409.8pp | 35.66%-25.3pp |
| Employer contribution / active EE | $3,573 | $3,717-3.9% | $4,933-27.6% | $2,757+29.6% |
| Participant deferral / active EE | $9,271 | $6,651+39.4% | $8,066+14.9% | $4,299+115.6% |
| Admin fee / account holder | $5,260 | $7,951-33.8% | $12,989-59.5% | $6,924-24.0% |