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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 | $101,317 | $98,776+2.6% | $149,745-32.3% | $79,856+26.9% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 11.05% | 27.38%-16.3pp | 276.72%-265.7pp | 31.71%-20.7pp |
| Employer contribution / active EE | $7,344 | $3,217+128.3% | $4,646+58.1% | $2,471+197.2% |
| Participant deferral / active EE | $5,827 | $5,681+2.6% | $6,843-14.8% | $3,741+55.8% |
| Admin fee / account holder | $789 | $6,053-87.0% | $9,312-91.5% | $5,306-85.1% |