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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 | $77,766 | $162,136-52.0% | $152,301-48.9% | $154,746-49.7% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 7.92% | 91.02%-83.1pp | 80.50%-72.6pp | 172.34%-164.4pp |
| Employer contribution / active EE | $3,481 | $4,890-28.8% | $4,624-24.7% | $4,379-20.5% |
| Participant deferral / active EE | $6,153 | $8,341-26.2% | $8,004-23.1% | $6,730-8.6% |
| Admin fee / account holder | $67,221 | $15,759+326.5% | $14,398+366.9% | $14,365+367.9% |