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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 | $91,757 | $78,690+16.6% | $161,489-43.2% | $87,485+4.9% |
| Participation rate | 81.3% | 67.5%+13.8pp | 78.7%+2.6pp | 68.9%+12.3pp |
| Annual return | 11.35% | 32.74%-21.4pp | 89.72%-78.4pp | 26.06%-14.7pp |
| Employer contribution / active EE | $1,607 | $2,588-37.9% | $4,268-62.3% | $2,596-38.1% |
| Participant deferral / active EE | $1,995 | $3,311-39.7% | $5,630-64.6% | $4,274-53.3% |
| Admin fee / account holder | $33,131 | $6,724+392.8% | $16,006+107.0% | $7,775+326.1% |