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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 | $98,030 | $102,422-4.3% | $147,117-33.4% | $80,959+21.1% |
| Participation rate | 72.2% | 75.9%-3.7pp | 82.2%-10.0pp | 67.7%+4.6pp |
| Annual return | 11.50% | 135.16%-123.7pp | 420.54%-409.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $3,700 | $3,717-0.5% | $4,932-25.0% | $2,757+34.2% |
| Participant deferral / active EE | $7,438 | $6,652+11.8% | $8,065-7.8% | $4,300+73.0% |
| Admin fee / account holder | $13,905 | $7,953+74.8% | $12,993+7.0% | $6,925+100.8% |