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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 | $78,181 | $36,948+111.6% | $73,658+6.1% | $87,485-10.6% |
| Participation rate | 85.7% | 46.8%+38.9pp | 57.0%+28.7pp | 68.9%+16.8pp |
| Annual return | 11.43% | 28.64%-17.2pp | 29.72%-18.3pp | 26.06%-14.6pp |
| Employer contribution / active EE | $1,224 | $670+82.8% | $1,032+18.6% | $2,596-52.8% |
| Participant deferral / active EE | $1,346 | $1,379-2.4% | $2,062-34.7% | $4,274-68.5% |
| Admin fee / account holder | $12,102 | $2,531+378.2% | $3,357+260.5% | $7,775+55.7% |