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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 | $96,208 | $77,164+24.7% | $178,014-46.0% | $80,874+19.0% |
| Participation rate | 71.0% | 65.7%+5.3pp | 77.1%-6.1pp | 67.6%+3.4pp |
| Annual return | 9.51% | 18.09%-8.6pp | 294.80%-285.3pp | 35.62%-26.1pp |
| Employer contribution / active EE | $2,872 | $2,288+25.5% | $3,950-27.3% | $2,756+4.2% |
| Participant deferral / active EE | $6,499 | $4,408+47.4% | $6,276+3.5% | $4,297+51.2% |
| Admin fee / account holder | $48,786 | $7,164+581.0% | $10,362+370.8% | $6,935+603.5% |