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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 | $98,804 | $50,554+95.4% | $67,681+46.0% | $87,485+12.9% |
| Participation rate | 85.1% | 67.7%+17.4pp | 73.7%+11.4pp | 68.9%+16.2pp |
| Annual return | 9.48% | 17.81%-8.3pp | 590.58%-581.1pp | 26.06%-16.6pp |
| Employer contribution / active EE | $5,114 | $1,988+157.2% | $2,678+90.9% | $2,596+97.0% |
| Participant deferral / active EE | $12,790 | $2,961+331.9% | $3,976+221.7% | $4,274+199.3% |
| Admin fee / account holder | $13,927 | $4,132+237.0% | $6,100+128.3% | $7,775+79.1% |