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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 | $93,330 | $89,370+4.4% | $141,197-33.9% | $72,976+27.9% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.5%+12.8pp | 69.5%+25.7pp |
| Annual return | 16.63% | 111.88%-95.2pp | 71.41%-54.8pp | 81.02%-64.4pp |
| Employer contribution / active EE | $5,911 | $3,115+89.8% | $4,736+24.8% | $2,440+142.3% |
| Participant deferral / active EE | $6,468 | $5,419+19.4% | $6,710-3.6% | $3,608+79.3% |
| Admin fee / account holder | $12,248 | $5,957+105.6% | $10,265+19.3% | $5,124+139.0% |