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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 | $98,879 | $88,672+11.5% | $105,223-6.0% | $82,448+19.9% |
| Participation rate | 92.6% | 67.9%+24.7pp | 75.0%+17.5pp | 68.1%+24.5pp |
| Annual return | 10.87% | 30.86%-20.0pp | 180.65%-169.8pp | 41.64%-30.8pp |
| Employer contribution / active EE | $24,323 | $3,048+698.0% | $3,689+559.4% | $2,551+853.5% |
| Participant deferral / active EE | $2,289 | $4,036-43.3% | $5,072-54.9% | $4,139-44.7% |
| Admin fee / account holder | $30,166 | $7,146+322.1% | $8,859+240.5% | $7,234+317.0% |