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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 | $116,743 | $58,311+100.2% | $81,882+42.6% | $80,959+44.2% |
| Participation rate | 92.1% | 63.5%+28.6pp | 72.4%+19.7pp | 67.7%+24.4pp |
| Annual return | 9.86% | 41.85%-32.0pp | 779.47%-769.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $3,008 | $2,347+28.2% | $2,916+3.1% | $2,757+9.1% |
| Participant deferral / active EE | $6,010 | $3,287+82.8% | $4,323+39.0% | $4,300+39.8% |
| Admin fee / account holder | $1,556 | $4,752-67.3% | $7,360-78.9% | $6,925-77.5% |