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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 | $92,628 | $103,000-10.1% | $90,300+2.6% | $152,885-39.4% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.5%-9.7pp |
| Annual return | 4.28% | 95.19%-90.9pp | 78.11%-73.8pp | 345.39%-341.1pp |
| Employer contribution / active EE | $5,510 | $3,138+75.6% | $2,854+93.0% | $4,763+15.7% |
| Participant deferral / active EE | $4,526 | $4,281+5.7% | $3,884+16.5% | $5,851-22.6% |
| Admin fee / account holder | $1,149 | $6,173-81.4% | $5,353-78.5% | $11,598-90.1% |