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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 | $127,583 | $76,407+67.0% | $150,298-15.1% | $82,448+54.7% |
| Participation rate | 87.9% | 66.4%+21.5pp | 77.8%+10.1pp | 68.1%+19.8pp |
| Annual return | 12.66% | 39.99%-27.3pp | 62.79%-50.1pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,666 | $2,614-36.3% | $4,154-59.9% | $2,551-34.7% |
| Participant deferral / active EE | $4,342 | $3,214+35.1% | $5,453-20.4% | $4,139+4.9% |
| Admin fee / account holder | $28,054 | $6,352+341.6% | $14,116+98.7% | $7,234+287.8% |