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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 | $84,962 | $89,367-4.9% | $141,191-39.8% | $72,975+16.4% |
| Participation rate | 82.1% | 75.1%+6.9pp | 82.5%-0.4pp | 69.5%+12.6pp |
| Annual return | 17.36% | 111.87%-94.5pp | 71.41%-54.1pp | 81.01%-63.7pp |
| Employer contribution / active EE | $2,287 | $3,115-26.6% | $4,736-51.7% | $2,440-6.3% |
| Participant deferral / active EE | $6,670 | $5,419+23.1% | $6,710-0.6% | $3,608+84.9% |
| Admin fee / account holder | $3,964 | $5,957-33.4% | $10,264-61.4% | $5,124-22.6% |