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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 | $89,759 | $58,311+53.9% | $81,882+9.6% | $80,959+10.9% |
| Participation rate | 96.7% | 63.5%+33.2pp | 72.4%+24.3pp | 67.7%+29.0pp |
| Annual return | 10.56% | 41.85%-31.3pp | 779.47%-768.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $6,432 | $2,347+174.1% | $2,916+120.6% | $2,757+133.3% |
| Participant deferral / active EE | $3,515 | $3,287+6.9% | $4,323-18.7% | $4,300-18.3% |
| Admin fee / account holder | $3,931 | $4,752-17.3% | $7,360-46.6% | $6,925-43.2% |