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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 | $136,551 | $107,941+26.5% | $91,994+48.4% | $152,897-10.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 11.44% | 89.28%-77.8pp | 69.04%-57.6pp | 345.43%-334.0pp |
| Employer contribution / active EE | $3,710 | $4,212-11.9% | $3,453+7.5% | $4,764-22.1% |
| Participant deferral / active EE | $5,748 | $6,366-9.7% | $5,924-3.0% | $5,851-1.8% |
| Admin fee / account holder | $12,088 | $10,521+14.9% | $7,744+56.1% | $11,599+4.2% |