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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 | $101,751 | $65,961+54.3% | $180,320-43.6% | $94,015+8.2% |
| Participation rate | 83.6% | 61.3%+22.4pp | 71.5%+12.1pp | 70.8%+12.8pp |
| Annual return | 8.64% | 14.27%-5.6pp | 778.54%-769.9pp | 17.84%-9.2pp |
| Employer contribution / active EE | $3,579 | $1,737+106.0% | $4,108-12.9% | $2,790+28.3% |
| Participant deferral / active EE | $2,767 | $3,003-7.9% | $4,304-35.7% | $4,249-34.9% |
| Admin fee / account holder | $11,455 | $4,901+133.7% | $10,000+14.5% | $8,951+28.0% |