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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 | $86,050+68.9% | $189,758-23.4% | $94,015+54.6% |
| Participation rate | 76.7% | 68.9%+7.8pp | 79.8%-3.1pp | 70.8%+5.9pp |
| Annual return | 4.46% | 17.77%-13.3pp | 52.62%-48.2pp | 17.84%-13.4pp |
| Employer contribution / active EE | $4,897 | $2,819+73.7% | $4,767+2.7% | $2,790+75.5% |
| Participant deferral / active EE | $4,868 | $3,349+45.4% | $5,856-16.9% | $4,249+14.6% |
| Admin fee / account holder | $35,608 | $6,627+437.3% | $20,388+74.7% | $8,951+297.8% |