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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 | $77,814+86.8% | $158,223-8.1% | $86,983+67.1% |
| Participation rate | 76.7% | 68.4%+8.3pp | 79.2%-2.5pp | 69.5%+7.2pp |
| Annual return | 4.46% | 30.54%-26.1pp | 52.09%-47.6pp | 25.83%-21.4pp |
| Employer contribution / active EE | $4,897 | $2,592+88.9% | $4,109+19.2% | $2,584+89.5% |
| Participant deferral / active EE | $4,868 | $3,270+48.9% | $5,467-11.0% | $4,194+16.1% |
| Admin fee / account holder | $35,608 | $5,879+505.7% | $16,047+121.9% | $7,856+353.3% |