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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 | $103,608 | $70,366+47.2% | $66,674+55.4% | $138,895-25.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 12.73% | 386.41%-373.7pp | 321.24%-308.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $3,805 | $2,765+37.6% | $2,620+45.2% | $4,194-9.3% |
| Participant deferral / active EE | $7,782 | $4,374+77.9% | $4,084+90.6% | $6,396+21.7% |
| Admin fee / account holder | $3,945 | $5,262-25.0% | $5,098-22.6% | $12,562-68.6% |