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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 | $107,733-31.0% | $92,985-20.1% | $154,746-52.0% |
| Participation rate | 80.0% | 74.6%+5.4pp | 69.5%+10.5pp | 80.7%-0.7pp |
| Annual return | 5.04% | 30.39%-25.4pp | 27.99%-23.0pp | 172.34%-167.3pp |
| Employer contribution / active EE | $1,640 | $3,126-47.5% | $2,662-38.4% | $4,379-62.5% |
| Participant deferral / active EE | $4,556 | $5,053-9.8% | $4,377+4.1% | $6,730-32.3% |
| Admin fee / account holder | $97,131 | $11,369+754.3% | $9,463+926.4% | $14,365+576.2% |