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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 | $89,904 | $80,983+11.0% | $96,544-6.9% | $75,177+19.6% |
| Participation rate | 85.3% | 71.8%+13.5pp | 76.0%+9.3pp | 67.2%+18.1pp |
| Annual return | 5.75% | 27.05%-21.3pp | 25.88%-20.1pp | 160.75%-155.0pp |
| Employer contribution / active EE | $7,500 | $2,282+228.6% | $2,966+152.8% | $2,671+180.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,391 | $6,717-49.5% | $8,254-58.9% | $5,651-40.0% |