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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 | $88,117 | $102,422-14.0% | $147,117-40.1% | $80,959+8.8% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 11.76% | 135.16%-123.4pp | 420.54%-408.8pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,055 | $3,717-71.6% | $4,932-78.6% | $2,757-61.7% |
| Participant deferral / active EE | $4,615 | $6,652-30.6% | $8,065-42.8% | $4,300+7.3% |
| Admin fee / account holder | $2,021 | $7,953-74.6% | $12,993-84.4% | $6,925-70.8% |