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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 | $102,422-2.8% | $147,117-32.3% | $80,959+22.9% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.2%+14.5pp | 67.7%+29.0pp |
| Annual return | 11.08% | 135.16%-124.1pp | 420.54%-409.5pp | 35.67%-24.6pp |
| Employer contribution / active EE | $6,797 | $3,717+82.8% | $4,932+37.8% | $2,757+146.5% |
| Participant deferral / active EE | $4,353 | $6,652-34.6% | $8,065-46.0% | $4,300+1.2% |
| Admin fee / account holder | $3,980 | $7,953-50.0% | $12,993-69.4% | $6,925-42.5% |