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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 | $106,641 | $108,882-2.1% | $96,754+10.2% | $154,746-31.1% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 5.92% | 98.39%-92.5pp | 82.04%-76.1pp | 172.34%-166.4pp |
| Employer contribution / active EE | $7,308 | $3,018+142.1% | $2,679+172.8% | $4,379+66.9% |
| Participant deferral / active EE | $5,083 | $5,323-4.5% | $4,758+6.8% | $6,730-24.5% |
| Admin fee / account holder | $6,041 | $10,200-40.8% | $8,905-32.2% | $14,365-57.9% |