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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 | $196,267 | $81,276+141.5% | $155,574+26.2% | $80,925+142.5% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 3.40% | 33.36%-30.0pp | 64.87%-61.5pp | 35.65%-32.3pp |
| Employer contribution / active EE | $2,371 | $3,103-23.6% | $4,676-49.3% | $2,756-14.0% |
| Participant deferral / active EE | $2,024 | $3,453-41.4% | $5,629-64.0% | $4,299-52.9% |
| Admin fee / account holder | $1,643 | $7,993-79.4% | $15,914-89.7% | $6,940-76.3% |