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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 | $108,419 | $85,766+26.4% | $136,298-20.5% | $70,126+54.6% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 11.46% | 31.46%-20.0pp | 5156.27%-5144.8pp | 73.15%-61.7pp |
| Employer contribution / active EE | $3,913 | $2,966+31.9% | $4,696-16.7% | $2,343+67.0% |
| Participant deferral / active EE | $8,563 | $5,051+69.5% | $6,247+37.1% | $3,332+157.0% |
| Admin fee / account holder | $633 | $5,421-88.3% | $9,244-93.2% | $4,645-86.4% |