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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 | $43,006 | $70,366-38.9% | $66,674-35.5% | $138,895-69.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 11.04% | 386.41%-375.4pp | 321.24%-310.2pp | 145.39%-134.4pp |
| Employer contribution / active EE | $9,709 | $2,765+251.1% | $2,620+270.6% | $4,194+131.5% |
| Participant deferral / active EE | $4,900 | $4,374+12.0% | $4,084+20.0% | $6,396-23.4% |
| Admin fee / account holder | $5,604 | $5,262+6.5% | $5,098+9.9% | $12,562-55.4% |