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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 | $87,806 | $70,366+24.8% | $66,674+31.7% | $138,895-36.8% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.7%+21.3pp | 79.9%+15.1pp |
| Annual return | 9.76% | 386.41%-376.6pp | 321.24%-311.5pp | 145.39%-135.6pp |
| Employer contribution / active EE | $3,406 | $2,765+23.2% | $2,620+30.0% | $4,194-18.8% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,537 | $5,262-13.8% | $5,098-11.0% | $12,562-63.9% |