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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 | $79,655 | $85,171-6.5% | $172,752-53.9% | $72,975+9.2% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 15.59% | 27.32%-11.7pp | 802.97%-787.4pp | 81.01%-65.4pp |
| Employer contribution / active EE | $4,021 | $3,324+21.0% | $5,144-21.8% | $2,440+64.8% |
| Participant deferral / active EE | $2,814 | $3,260-13.7% | $5,198-45.9% | $3,608-22.0% |
| Admin fee / account holder | $9,471 | $5,880+61.1% | $13,955-32.1% | $5,124+84.8% |