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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 | $102,279 | $115,814-11.7% | $101,275+1.0% | $158,982-35.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.7pp |
| Annual return | 5.05% | 56.16%-51.1pp | 46.48%-41.4pp | 302.99%-297.9pp |
| Employer contribution / active EE | $1,863 | $4,176-55.4% | $3,660-49.1% | $4,763-60.9% |
| Participant deferral / active EE | $9,460 | $4,958+90.8% | $4,371+116.4% | $5,983+58.1% |
| Admin fee / account holder | $5,065 | $7,249-30.1% | $5,948-14.8% | $11,252-55.0% |