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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 | $93,425 | $108,922-14.2% | $100,398-6.9% | $145,978-36.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.16% | 58.04%-50.9pp | 49.32%-42.2pp | 550.52%-543.4pp |
| Employer contribution / active EE | $2,427 | $4,426-45.2% | $3,946-38.5% | $4,662-47.9% |
| Participant deferral / active EE | $7,540 | $8,450-10.8% | $8,084-6.7% | $6,690+12.7% |
| Admin fee / account holder | $78,868 | $9,680+714.7% | $7,893+899.2% | $13,400+488.5% |