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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 | $79,650 | $56,431+41.1% | $130,788-39.1% | $87,485-9.0% |
| Participation rate | 92.1% | 58.9%+33.2pp | 70.1%+22.0pp | 68.9%+23.2pp |
| Annual return | 12.22% | 91.27%-79.0pp | 386.44%-374.2pp | 26.06%-13.8pp |
| Employer contribution / active EE | $1,596 | $1,549+3.0% | $3,558-55.2% | $2,596-38.5% |
| Participant deferral / active EE | $3,861 | $2,749+40.4% | $4,137-6.7% | $4,274-9.6% |
| Admin fee / account holder | $3,809 | $4,433-14.1% | $6,673-42.9% | $7,775-51.0% |