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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 | $28,121 | $182,442-84.6% | $163,379-82.8% | $138,895-79.8% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.8%+10.7pp | 79.9%+7.6pp |
| Annual return | 4.17% | 72.74%-68.6pp | 63.41%-59.2pp | 145.39%-141.2pp |
| Employer contribution / active EE | $3,614 | $4,159-13.1% | $3,752-3.7% | $4,194-13.8% |
| Participant deferral / active EE | $7,050 | $6,817+3.4% | $6,282+12.2% | $6,396+10.2% |
| Admin fee / account holder | $30,348 | $10,396+191.9% | $9,818+209.1% | $12,562+141.6% |