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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 | $84,585 | $65,555+29.0% | $86,216-1.9% | $75,173+12.5% |
| Participation rate | 71.0% | 60.5%+10.5pp | 69.0%+2.0pp | 67.2%+3.8pp |
| Annual return | 11.61% | 46.07%-34.5pp | 1169.42%-1157.8pp | 160.72%-149.1pp |
| Employer contribution / active EE | $1,106 | $1,553-28.8% | $2,382-53.6% | $2,671-58.6% |
| Participant deferral / active EE | $2,858 | $3,023-5.5% | $3,986-28.3% | $4,126-30.7% |
| Admin fee / account holder | $1,119 | $5,469-79.5% | $6,853-83.7% | $5,651-80.2% |