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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 | $123,794 | $54,763+126.1% | $90,324+37.1% | $72,976+69.6% |
| Participation rate | 83.1% | 65.2%+18.0pp | 73.3%+9.8pp | 69.5%+13.6pp |
| Annual return | 5.78% | 30.63%-24.9pp | 78.15%-72.4pp | 81.02%-75.2pp |
| Employer contribution / active EE | $1,811 | $2,093-13.5% | $2,856-36.6% | $2,440-25.8% |
| Participant deferral / active EE | $3,836 | $2,887+32.9% | $3,885-1.3% | $3,608+6.3% |
| Admin fee / account holder | $10,973 | $3,973+176.2% | $5,356+104.9% | $5,124+114.2% |