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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 | $106,903 | $72,071+48.3% | $68,368+56.4% | $137,256-22.1% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 11.27% | 353.14%-341.9pp | 292.57%-281.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,126 | $2,788-23.8% | $2,649-19.8% | $4,156-48.9% |
| Participant deferral / active EE | $4,471 | $4,410+1.4% | $4,123+8.5% | $6,407-30.2% |
| Admin fee / account holder | $10,585 | $5,336+98.4% | $5,150+105.5% | $12,270-13.7% |