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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 | $84,699 | $72,071+17.5% | $68,368+23.9% | $137,256-38.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.90% | 353.14%-341.2pp | 292.57%-280.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $5,381 | $2,788+93.0% | $2,649+103.1% | $4,156+29.5% |
| Participant deferral / active EE | $8,222 | $4,410+86.4% | $4,123+99.4% | $6,407+28.3% |
| Admin fee / account holder | $4,786 | $5,336-10.3% | $5,150-7.1% | $12,270-61.0% |