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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 | $87,035 | $103,008-15.5% | $90,304-3.6% | $152,897-43.1% |
| Participation rate | 94.1% | 75.9%+18.3pp | 73.3%+20.8pp | 82.5%+11.7pp |
| Annual return | 4.68% | 95.22%-90.5pp | 78.13%-73.5pp | 345.43%-340.8pp |
| Employer contribution / active EE | $1,794 | $3,139-42.8% | $2,855-37.2% | $4,764-62.3% |
| Participant deferral / active EE | $2,855 | $4,281-33.3% | $3,885-26.5% | $5,851-51.2% |
| Admin fee / account holder | $15,941 | $6,175+158.2% | $5,354+197.8% | $11,599+37.4% |