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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 | $145,334 | $76,407+90.2% | $150,298-3.3% | $82,448+76.3% |
| Participation rate | 76.7% | 66.4%+10.3pp | 77.8%-1.0pp | 68.1%+8.7pp |
| Annual return | 4.46% | 39.99%-35.5pp | 62.79%-58.3pp | 41.64%-37.2pp |
| Employer contribution / active EE | $4,897 | $2,614+87.3% | $4,154+17.9% | $2,551+92.0% |
| Participant deferral / active EE | $4,868 | $3,214+51.4% | $5,453-10.7% | $4,139+17.6% |
| Admin fee / account holder | $35,608 | $6,352+460.6% | $14,116+152.3% | $7,234+392.2% |