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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 | $91,102 | $172,111-47.1% | $150,298-39.4% | $137,256-33.6% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 7.51% | 69.37%-61.9pp | 62.79%-55.3pp | 220.34%-212.8pp |
| Employer contribution / active EE | $1,920 | $4,636-58.6% | $4,154-53.8% | $4,156-53.8% |
| Participant deferral / active EE | $5,960 | $6,166-3.3% | $5,453+9.3% | $6,407-7.0% |
| Admin fee / account holder | $111,498 | $16,471+576.9% | $14,116+689.9% | $12,270+808.7% |