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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 | $98,838 | $45,087+119.2% | $69,483+42.2% | $72,976+35.4% |
| Participation rate | 98.2% | 68.5%+29.8pp | 74.6%+23.6pp | 69.5%+28.8pp |
| Annual return | 4.37% | 22.67%-18.3pp | 28.99%-24.6pp | 81.02%-76.6pp |
| Employer contribution / active EE | $3,298 | $2,055+60.5% | $2,780+18.6% | $2,440+35.2% |
| Participant deferral / active EE | $4,502 | $2,603+73.0% | $3,537+27.3% | $3,608+24.8% |
| Admin fee / account holder | $6,635 | $3,057+117.1% | $3,841+72.7% | $5,124+29.5% |