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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 | $82,234 | $185,312-55.6% | $161,489-49.1% | $154,746-46.9% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 7.50% | 103.84%-96.3pp | 89.72%-82.2pp | 172.34%-164.8pp |
| Employer contribution / active EE | $10,192 | $4,769+113.7% | $4,268+138.8% | $4,379+132.7% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,187 | $18,654-88.3% | $16,006-86.3% | $14,365-84.8% |