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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 | $129,535 | $162,136-20.1% | $152,301-14.9% | $154,746-16.3% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 8.21% | 91.02%-82.8pp | 80.50%-72.3pp | 172.34%-164.1pp |
| Employer contribution / active EE | $1,618 | $4,890-66.9% | $4,624-65.0% | $4,379-63.1% |
| Participant deferral / active EE | $4,163 | $8,341-50.1% | $8,004-48.0% | $6,730-38.1% |
| Admin fee / account holder | $42,937 | $15,759+172.5% | $14,398+198.2% | $14,365+198.9% |