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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 | $102,066 | $123,793-17.6% | $177,840-42.6% | $79,852+27.8% |
| Participation rate | 89.2% | 84.7%+4.6pp | 87.7%+1.5pp | 69.6%+19.6pp |
| Annual return | 7.68% | 22.82%-15.1pp | 48.32%-40.6pp | 31.72%-24.0pp |
| Employer contribution / active EE | $6,729 | $4,095+64.3% | $5,919+13.7% | $2,471+172.3% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,366 | $7,243-81.1% | $12,431-89.0% | $5,306-74.3% |