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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 | $78,690+84.7% | $161,489-10.0% | $87,485+66.1% |
| Participation rate | 76.7% | 67.5%+9.3pp | 78.7%-2.0pp | 68.9%+7.8pp |
| Annual return | 4.46% | 32.74%-28.3pp | 89.72%-85.3pp | 26.06%-21.6pp |
| Employer contribution / active EE | $4,897 | $2,588+89.2% | $4,268+14.7% | $2,596+88.6% |
| Participant deferral / active EE | $4,868 | $3,311+47.0% | $5,630-13.5% | $4,274+13.9% |
| Admin fee / account holder | $35,608 | $6,724+429.6% | $16,006+122.5% | $7,775+358.0% |