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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 | $100,483 | $103,038-2.5% | $90,324+11.2% | $152,909-34.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 3.00% | 95.25%-92.3pp | 78.15%-75.1pp | 345.46%-342.5pp |
| Employer contribution / active EE | $2,036 | $3,141-35.2% | $2,856-28.7% | $4,764-57.3% |
| Participant deferral / active EE | $5,099 | $4,282+19.1% | $3,885+31.2% | $5,851-12.9% |
| Admin fee / account holder | $40,592 | $6,177+557.1% | $5,356+657.9% | $11,601+249.9% |