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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 | $98,604 | $111,814-11.8% | $103,378-4.6% | $145,978-32.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 7.78% | 24.80%-17.0pp | 24.91%-17.1pp | 550.52%-542.7pp |
| Employer contribution / active EE | $1,247 | $4,215-70.4% | $3,870-67.8% | $4,662-73.2% |
| Participant deferral / active EE | $3,118 | $5,618-44.5% | $5,058-38.4% | $6,690-53.4% |
| Admin fee / account holder | $47,922 | $9,764+390.8% | $8,401+470.4% | $13,400+257.6% |