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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 | $78,405 | $90,509-13.4% | $78,693-0.4% | $273,968-71.4% |
| Participation rate | 89.5% | 76.5%+13.0pp | 73.6%+15.9pp | 83.0%+6.5pp |
| Annual return | 1.25% | 75.61%-74.4pp | 62.18%-60.9pp | 41.45%-40.2pp |
| Employer contribution / active EE | $653 | $3,175-79.4% | $2,850-77.1% | $4,869-86.6% |
| Participant deferral / active EE | $1,402 | $3,901-64.1% | $3,517-60.1% | $5,287-73.5% |
| Admin fee / account holder | $6,562 | $5,264+24.7% | $4,511+45.5% | $10,132-35.2% |