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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 | $52,353+54.8% | $120,225-32.6% | $82,448-1.7% |
| Participation rate | 78.6% | 58.3%+20.3pp | 69.6%+9.0pp | 68.1%+10.5pp |
| Annual return | 9.56% | 61.85%-52.3pp | 439.23%-429.7pp | 41.64%-32.1pp |
| Employer contribution / active EE | $2,967 | $1,510+96.5% | $3,475-14.6% | $2,551+16.3% |
| Participant deferral / active EE | $3,592 | $2,627+36.8% | $3,999-10.2% | $4,139-13.2% |
| Admin fee / account holder | $2,085 | $4,363-52.2% | $5,696-63.4% | $7,234-71.2% |