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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 | $81,358+141.2% | $155,556+26.2% | $80,959+142.4% |
| Participation rate | 75.0% | 66.3%+8.7pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 3.40% | 33.39%-30.0pp | 64.84%-61.4pp | 35.67%-32.3pp |
| Employer contribution / active EE | $2,371 | $3,106-23.7% | $4,675-49.3% | $2,757-14.0% |
| Participant deferral / active EE | $2,024 | $3,455-41.4% | $5,631-64.1% | $4,300-52.9% |
| Admin fee / account holder | $1,643 | $7,994-79.4% | $15,885-89.7% | $6,925-76.3% |