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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 | $119,400 | $58,275+104.9% | $81,844+45.9% | $80,935+47.5% |
| Participation rate | 98.9% | 63.5%+35.4pp | 72.4%+26.5pp | 67.7%+31.2pp |
| Annual return | 9.58% | 41.82%-32.2pp | 778.87%-769.3pp | 35.66%-26.1pp |
| Employer contribution / active EE | $2,750 | $2,346+17.2% | $2,916-5.7% | $2,757-0.2% |
| Participant deferral / active EE | $5,141 | $3,285+56.5% | $4,323+18.9% | $4,299+19.6% |
| Admin fee / account holder | $1,390 | $4,749-70.7% | $7,355-81.1% | $6,924-79.9% |