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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 | $89,700 | $95,415-6.0% | $185,851-51.7% | $85,851+4.5% |
| Participation rate | 97.4% | 68.8%+28.6pp | 81.7%+15.7pp | 69.3%+28.0pp |
| Annual return | 10.83% | 23.59%-12.8pp | 122.11%-111.3pp | 318.63%-307.8pp |
| Employer contribution / active EE | $1,680 | $3,314-49.3% | $5,168-67.5% | $2,565-34.5% |
| Participant deferral / active EE | $4,574 | $3,424+33.6% | $5,569-17.9% | $3,952+15.7% |
| Admin fee / account holder | $6,032 | $7,215-16.4% | $16,245-62.9% | $6,261-3.7% |