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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 | $98,826 | $87,166+13.4% | $76,735+28.8% | $137,256-28.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 5.75% | 26.50%-20.7pp | 29.77%-24.0pp | 220.34%-214.6pp |
| Employer contribution / active EE | $14,835 | $2,904+410.8% | $2,454+504.5% | $4,156+257.0% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $57,146 | $8,403+580.1% | $7,189+694.9% | $12,270+365.7% |