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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 | $74,338 | $88,996-16.5% | $78,004-4.7% | $138,895-46.5% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.4%+10.6pp | 79.9%+0.1pp |
| Annual return | 5.04% | 28.03%-23.0pp | 31.07%-26.0pp | 145.39%-140.4pp |
| Employer contribution / active EE | $1,640 | $2,917-43.8% | $2,469-33.6% | $4,194-60.9% |
| Participant deferral / active EE | $4,556 | $4,724-3.6% | $4,092+11.3% | $6,396-28.8% |
| Admin fee / account holder | $97,131 | $8,807+1002.9% | $7,578+1181.8% | $12,562+673.2% |