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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 | $98,534 | $86,298+14.2% | $111,308-11.5% | $85,847+14.8% |
| Participation rate | 96.7% | 73.3%+23.3pp | 77.3%+19.3pp | 69.3%+27.3pp |
| Annual return | 6.41% | 19.99%-13.6pp | 54.67%-48.3pp | 318.61%-312.2pp |
| Employer contribution / active EE | $3,333 | $2,044+63.1% | $2,732+22.0% | $2,565+29.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $42,353 | $8,189+417.2% | $7,965+431.7% | $6,261+576.5% |