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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 | $91,671 | $102,422-10.5% | $147,117-37.7% | $80,959+13.2% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.7%+27.2pp |
| Annual return | 11.02% | 135.16%-124.1pp | 420.54%-409.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $3,879 | $3,717+4.3% | $4,932-21.4% | $2,757+40.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $534 | $7,953-93.3% | $12,993-95.9% | $6,925-92.3% |