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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 | $80,101 | $106,749-25.0% | $145,433-44.9% | $82,448-2.8% |
| Participation rate | 80.9% | 75.6%+5.2pp | 82.1%-1.3pp | 68.1%+12.8pp |
| Annual return | 6.86% | 27.59%-20.7pp | 66.58%-59.7pp | 41.64%-34.8pp |
| Employer contribution / active EE | $2,849 | $3,444-17.3% | $4,554-37.4% | $2,551+11.7% |
| Participant deferral / active EE | $5,395 | $6,519-17.2% | $7,897-31.7% | $4,139+30.3% |
| Admin fee / account holder | $42,190 | $8,390+402.9% | $13,129+221.4% | $7,234+483.2% |