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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 | $106,847 | $98,240+8.8% | $82,312+29.8% | $147,586-27.6% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 7.05% | 30.85%-23.8pp | 25.88%-18.8pp | 578.59%-571.5pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,988 | $4,383-54.6% | $3,706-46.4% | $5,439-63.4% |
| Admin fee / account holder | $24,573 | $8,563+187.0% | $5,608+338.2% | $10,886+125.7% |