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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 | $84,512 | $89,370-5.4% | $141,197-40.1% | $72,976+15.8% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 10.83% | 111.88%-101.0pp | 71.41%-60.6pp | 81.02%-70.2pp |
| Employer contribution / active EE | $6,929 | $3,115+122.4% | $4,736+46.3% | $2,440+184.0% |
| Participant deferral / active EE | $4,908 | $5,419-9.4% | $6,710-26.9% | $3,608+36.1% |
| Admin fee / account holder | $56,150 | $5,957+842.6% | $10,265+447.0% | $5,124+995.8% |