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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 | $84,314 | $95,415-11.6% | $185,851-54.6% | $85,851-1.8% |
| Participation rate | 92.0% | 68.8%+23.2pp | 81.7%+10.3pp | 69.3%+22.7pp |
| Annual return | 11.00% | 23.59%-12.6pp | 122.11%-111.1pp | 318.63%-307.6pp |
| Employer contribution / active EE | $2,445 | $3,314-26.2% | $5,168-52.7% | $2,565-4.7% |
| Participant deferral / active EE | $4,499 | $3,424+31.4% | $5,569-19.2% | $3,952+13.8% |
| Admin fee / account holder | $10,902 | $7,215+51.1% | $16,245-32.9% | $6,261+74.1% |