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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 | $85,571 | $102,422-16.5% | $147,117-41.8% | $80,959+5.7% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 11.31% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $3,746 | $3,717+0.8% | $4,932-24.1% | $2,757+35.8% |
| Participant deferral / active EE | $5,678 | $6,652-14.6% | $8,065-29.6% | $4,300+32.0% |
| Admin fee / account holder | $6,461 | $7,953-18.8% | $12,993-50.3% | $6,925-6.7% |