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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 | $85,528 | $88,672-3.5% | $105,223-18.7% | $82,448+3.7% |
| Participation rate | 84.9% | 67.9%+17.0pp | 75.0%+9.9pp | 68.1%+16.8pp |
| Annual return | 10.44% | 30.86%-20.4pp | 180.65%-170.2pp | 41.64%-31.2pp |
| Employer contribution / active EE | $2,699 | $3,048-11.5% | $3,689-26.8% | $2,551+5.8% |
| Participant deferral / active EE | $2,866 | $4,036-29.0% | $5,072-43.5% | $4,139-30.8% |
| Admin fee / account holder | $3,759 | $7,146-47.4% | $8,859-57.6% | $7,234-48.0% |