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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 | $70,724 | $61,125+15.7% | $94,057-24.8% | $87,485-19.2% |
| Participation rate | 89.4% | 64.1%+25.3pp | 73.3%+16.0pp | 68.9%+20.4pp |
| Annual return | 5.84% | 35.20%-29.4pp | 480.62%-474.8pp | 26.06%-20.2pp |
| Employer contribution / active EE | $3,050 | $2,136+42.8% | $2,933+4.0% | $2,596+17.5% |
| Participant deferral / active EE | $8,129 | $3,260+149.3% | $4,709+72.6% | $4,274+90.2% |
| Admin fee / account holder | $9,922 | $5,629+76.3% | $7,244+37.0% | $7,775+27.6% |