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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 | $102,393-10.5% | $147,041-37.7% | $80,911+13.3% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 11.02% | 134.95%-123.9pp | 419.21%-408.2pp | 35.63%-24.6pp |
| Employer contribution / active EE | $3,879 | $3,715+4.4% | $4,935-21.4% | $2,756+40.7% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $534 | $7,943-93.3% | $13,006-95.9% | $6,935-92.3% |