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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 | $26,290 | $162,136-83.8% | $152,301-82.7% | $154,746-83.0% |
| Participation rate | 89.5% | 84.1%+5.4pp | 82.4%+7.0pp | 80.7%+8.8pp |
| Annual return | 7.48% | 91.02%-83.5pp | 80.50%-73.0pp | 172.34%-164.9pp |
| Employer contribution / active EE | $2,784 | $4,890-43.1% | $4,624-39.8% | $4,379-36.4% |
| Participant deferral / active EE | $4,346 | $8,341-47.9% | $8,004-45.7% | $6,730-35.4% |
| Admin fee / account holder | $63,901 | $15,759+305.5% | $14,398+343.8% | $14,365+344.8% |