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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 | $99,875-19.8% | $146,866-45.5% | $86,983-7.9% |
| Participation rate | 80.9% | 75.8%+5.0pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 6.86% | 28.10%-21.2pp | 102.85%-96.0pp | 25.83%-19.0pp |
| Employer contribution / active EE | $2,849 | $3,224-11.6% | $4,425-35.6% | $2,584+10.2% |
| Participant deferral / active EE | $5,395 | $6,322-14.7% | $7,759-30.5% | $4,194+28.6% |
| Admin fee / account holder | $42,190 | $7,838+438.3% | $13,620+209.8% | $7,856+437.1% |