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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 | $80,703 | $52,353+54.2% | $120,225-32.9% | $82,448-2.1% |
| Participation rate | 97.9% | 58.3%+39.6pp | 69.6%+28.3pp | 68.1%+29.8pp |
| Annual return | 11.52% | 61.85%-50.3pp | 439.23%-427.7pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,942 | $1,510+28.6% | $3,475-44.1% | $2,551-23.9% |
| Participant deferral / active EE | $3,302 | $2,627+25.7% | $3,999-17.4% | $4,139-20.2% |
| Admin fee / account holder | $1,148 | $4,363-73.7% | $5,696-79.9% | $7,234-84.1% |