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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 | $84,809 | $162,136-47.7% | $152,301-44.3% | $154,746-45.2% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 4.65% | 91.02%-86.4pp | 80.50%-75.8pp | 172.34%-167.7pp |
| Employer contribution / active EE | $3,475 | $4,890-28.9% | $4,624-24.8% | $4,379-20.6% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $38,619 | $15,759+145.1% | $14,398+168.2% | $14,365+168.8% |