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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 | $85,296 | $183,516-53.5% | $155,534-45.2% | $145,884-41.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 7.87% | 61.43%-53.6pp | 64.92%-57.0pp | 551.85%-544.0pp |
| Employer contribution / active EE | $3,793 | $5,315-28.6% | $4,675-18.9% | $4,662-18.6% |
| Participant deferral / active EE | $5,379 | $6,467-16.8% | $5,630-4.5% | $6,690-19.6% |
| Admin fee / account holder | $117,537 | $19,293+509.2% | $15,900+639.2% | $13,392+777.7% |