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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 | $70,366+51.9% | $66,674+60.3% | $138,895-23.0% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.7%-3.7pp | 79.9%-9.9pp |
| Annual return | 11.27% | 386.41%-375.1pp | 321.24%-310.0pp | 145.39%-134.1pp |
| Employer contribution / active EE | $2,126 | $2,765-23.1% | $2,620-18.9% | $4,194-49.3% |
| Participant deferral / active EE | $4,471 | $4,374+2.2% | $4,084+9.5% | $6,396-30.1% |
| Admin fee / account holder | $10,585 | $5,262+101.1% | $5,098+107.6% | $12,562-15.7% |