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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 | $185,312-50.8% | $161,489-43.6% | $154,746-41.1% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 7.51% | 103.84%-96.3pp | 89.72%-82.2pp | 172.34%-164.8pp |
| Employer contribution / active EE | $1,920 | $4,769-59.7% | $4,268-55.0% | $4,379-56.1% |
| Participant deferral / active EE | $5,960 | $6,350-6.1% | $5,630+5.9% | $6,730-11.4% |
| Admin fee / account holder | $111,498 | $18,654+497.7% | $16,006+596.6% | $14,365+676.2% |