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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 | $95,066 | $85,171+11.6% | $172,752-45.0% | $72,975+30.3% |
| Participation rate | 89.7% | 70.1%+19.6pp | 82.6%+7.0pp | 69.5%+20.2pp |
| Annual return | 13.93% | 27.32%-13.4pp | 802.97%-789.0pp | 81.01%-67.1pp |
| Employer contribution / active EE | $2,968 | $3,324-10.7% | $5,144-42.3% | $2,440+21.6% |
| Participant deferral / active EE | $1,849 | $3,260-43.3% | $5,198-64.4% | $3,608-48.7% |
| Admin fee / account holder | $1,698 | $5,880-71.1% | $13,955-87.8% | $5,124-66.9% |