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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 | $81,062 | $65,961+22.9% | $180,320-55.0% | $94,015-13.8% |
| Participation rate | 78.6% | 61.3%+17.3pp | 71.5%+7.0pp | 70.8%+7.8pp |
| Annual return | 9.56% | 14.27%-4.7pp | 778.54%-769.0pp | 17.84%-8.3pp |
| Employer contribution / active EE | $2,967 | $1,737+70.7% | $4,108-27.8% | $2,790+6.3% |
| Participant deferral / active EE | $3,592 | $3,003+19.6% | $4,304-16.5% | $4,249-15.5% |
| Admin fee / account holder | $2,085 | $4,901-57.5% | $10,000-79.2% | $8,951-76.7% |