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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 | $90,383 | $78,690+14.9% | $161,489-44.0% | $87,485+3.3% |
| Participation rate | 85.7% | 67.5%+18.2pp | 78.7%+7.0pp | 68.9%+16.8pp |
| Annual return | 10.05% | 32.74%-22.7pp | 89.72%-79.7pp | 26.06%-16.0pp |
| Employer contribution / active EE | $1,627 | $2,588-37.1% | $4,268-61.9% | $2,596-37.3% |
| Participant deferral / active EE | $4,200 | $3,311+26.9% | $5,630-25.4% | $4,274-1.7% |
| Admin fee / account holder | $2,578 | $6,724-61.7% | $16,006-83.9% | $7,775-66.8% |