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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 | $96,030 | $77,164+24.4% | $178,014-46.1% | $80,874+18.7% |
| Participation rate | 88.5% | 65.7%+22.8pp | 77.1%+11.4pp | 67.6%+20.8pp |
| Annual return | 8.88% | 18.09%-9.2pp | 294.80%-285.9pp | 35.62%-26.7pp |
| Employer contribution / active EE | $2,648 | $2,288+15.8% | $3,950-33.0% | $2,756-3.9% |
| Participant deferral / active EE | $12,203 | $4,408+176.8% | $6,276+94.4% | $4,297+184.0% |
| Admin fee / account holder | $10,037 | $7,164+40.1% | $10,362-3.1% | $6,935+44.7% |