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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 | $98,891 | $61,125+61.8% | $94,057+5.1% | $87,485+13.0% |
| Participation rate | 98.4% | 64.1%+34.3pp | 73.3%+25.0pp | 68.9%+29.4pp |
| Annual return | 10.57% | 35.20%-24.6pp | 480.62%-470.0pp | 26.06%-15.5pp |
| Employer contribution / active EE | $7,568 | $2,136+254.2% | $2,933+158.0% | $2,596+191.5% |
| Participant deferral / active EE | $4,257 | $3,260+30.6% | $4,709-9.6% | $4,274-0.4% |
| Admin fee / account holder | $13,551 | $5,629+140.7% | $7,244+87.1% | $7,775+74.3% |