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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 | $69,461 | $105,200-34.0% | $159,474-56.4% | $85,847-19.1% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.8%+8.5pp | 69.3%+22.1pp |
| Annual return | 12.02% | 45.08%-33.1pp | 263.68%-251.7pp | 318.61%-306.6pp |
| Employer contribution / active EE | $3,039 | $3,319-8.4% | $4,831-37.1% | $2,565+18.5% |
| Participant deferral / active EE | $6,786 | $5,946+14.1% | $7,353-7.7% | $3,952+71.7% |
| Admin fee / account holder | $4,098 | $6,934-40.9% | $10,802-62.1% | $6,261-34.5% |