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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 | $102,939 | $70,366+46.3% | $66,674+54.4% | $138,895-25.9% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.7%+10.9pp | 79.9%+4.7pp |
| Annual return | 12.58% | 386.41%-373.8pp | 321.24%-308.7pp | 145.39%-132.8pp |
| Employer contribution / active EE | $7,959 | $2,765+187.8% | $2,620+203.8% | $4,194+89.8% |
| Participant deferral / active EE | $8,555 | $4,374+95.6% | $4,084+109.5% | $6,396+33.8% |
| Admin fee / account holder | $5,725 | $5,262+8.8% | $5,098+12.3% | $12,562-54.4% |