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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 | $105,568 | $93,345+13.1% | $119,126-11.4% | $87,485+20.7% |
| Participation rate | 94.4% | 68.7%+25.7pp | 75.8%+18.7pp | 68.9%+25.5pp |
| Annual return | 10.58% | 19.08%-8.5pp | 282.11%-271.5pp | 26.06%-15.5pp |
| Employer contribution / active EE | $1,852 | $3,172-41.6% | $4,034-54.1% | $2,596-28.7% |
| Participant deferral / active EE | $7,483 | $4,099+82.6% | $5,318+40.7% | $4,274+75.1% |
| Admin fee / account holder | $4,153 | $8,039-48.3% | $10,693-61.2% | $7,775-46.6% |