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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 | $89,695 | $102,385-12.4% | $147,080-39.0% | $80,935+10.8% |
| Participation rate | 81.3% | 75.9%+5.4pp | 82.2%-0.9pp | 67.7%+13.6pp |
| Annual return | 10.58% | 135.09%-124.5pp | 420.17%-409.6pp | 35.66%-25.1pp |
| Employer contribution / active EE | $3,606 | $3,717-3.0% | $4,933-26.9% | $2,757+30.8% |
| Participant deferral / active EE | $7,587 | $6,651+14.1% | $8,066-5.9% | $4,299+76.5% |
| Admin fee / account holder | $20,569 | $7,951+158.7% | $12,989+58.4% | $6,924+197.1% |