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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 | $118,766 | $102,385+16.0% | $147,080-19.3% | $80,935+46.7% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 9.03% | 135.09%-126.1pp | 420.17%-411.1pp | 35.66%-26.6pp |
| Employer contribution / active EE | $3,862 | $3,717+3.9% | $4,933-21.7% | $2,757+40.1% |
| Participant deferral / active EE | $9,161 | $6,651+37.7% | $8,066+13.6% | $4,299+113.1% |
| Admin fee / account holder | $20,607 | $7,951+159.2% | $12,989+58.6% | $6,924+197.6% |