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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 | $101,167 | $102,382-1.2% | $147,005-31.2% | $80,874+25.1% |
| Participation rate | 86.6% | 75.8%+10.8pp | 82.2%+4.4pp | 67.6%+19.0pp |
| Annual return | 11.08% | 134.89%-123.8pp | 418.76%-407.7pp | 35.62%-24.5pp |
| Employer contribution / active EE | $2,378 | $3,715-36.0% | $4,934-51.8% | $2,756-13.7% |
| Participant deferral / active EE | $7,480 | $6,646+12.5% | $8,070-7.3% | $4,297+74.1% |
| Admin fee / account holder | $1,074 | $7,942-86.5% | $13,006-91.7% | $6,935-84.5% |