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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 | $99,531 | $102,382-2.8% | $147,005-32.3% | $80,874+23.1% |
| Participation rate | 96.7% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 11.08% | 134.89%-123.8pp | 418.76%-407.7pp | 35.62%-24.5pp |
| Employer contribution / active EE | $6,797 | $3,715+83.0% | $4,934+37.7% | $2,756+146.6% |
| Participant deferral / active EE | $4,353 | $6,646-34.5% | $8,070-46.1% | $4,297+1.3% |
| Admin fee / account holder | $3,980 | $7,942-49.9% | $13,006-69.4% | $6,935-42.6% |