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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 | $59,390 | $78,690-24.5% | $161,489-63.2% | $87,485-32.1% |
| Participation rate | 91.1% | 67.5%+23.6pp | 78.7%+12.4pp | 68.9%+22.2pp |
| Annual return | 8.02% | 32.74%-24.7pp | 89.72%-81.7pp | 26.06%-18.0pp |
| Employer contribution / active EE | $3,579 | $2,588+38.3% | $4,268-16.1% | $2,596+37.9% |
| Participant deferral / active EE | $2,472 | $3,311-25.3% | $5,630-56.1% | $4,274-42.1% |
| Admin fee / account holder | $4,686 | $6,724-30.3% | $16,006-70.7% | $7,775-39.7% |