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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 | $102,382-13.9% | $147,005-40.1% | $80,874+9.0% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 11.76% | 134.89%-123.1pp | 418.76%-407.0pp | 35.62%-23.9pp |
| Employer contribution / active EE | $1,055 | $3,715-71.6% | $4,934-78.6% | $2,756-61.7% |
| Participant deferral / active EE | $4,615 | $6,646-30.6% | $8,070-42.8% | $4,297+7.4% |
| Admin fee / account holder | $2,021 | $7,942-74.6% | $13,006-84.5% | $6,935-70.9% |