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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 | $132,443 | $102,422+29.3% | $147,117-10.0% | $80,959+63.6% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 9.07% | 135.16%-126.1pp | 420.54%-411.5pp | 35.67%-26.6pp |
| Employer contribution / active EE | $2,692 | $3,717-27.6% | $4,932-45.4% | $2,757-2.4% |
| Participant deferral / active EE | $4,163 | $6,652-37.4% | $8,065-48.4% | $4,300-3.2% |
| Admin fee / account holder | $3,722 | $7,953-53.2% | $12,993-71.4% | $6,925-46.3% |