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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 | $88,508 | $89,259-0.8% | $107,187-17.4% | $82,637+7.1% |
| Participation rate | 80.9% | 67.9%+12.9pp | 75.0%+5.8pp | 68.1%+12.8pp |
| Annual return | 11.60% | 21.02%-9.4pp | 204.55%-192.9pp | 53.51%-41.9pp |
| Employer contribution / active EE | $3,770 | $3,080+22.4% | $3,782-0.3% | $2,552+47.7% |
| Participant deferral / active EE | $8,976 | $4,037+122.3% | $5,096+76.1% | $4,126+117.5% |
| Admin fee / account holder | $9,307 | $7,381+26.1% | $9,162+1.6% | $7,339+26.8% |