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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 | $56,431+43.6% | $130,788-38.0% | $87,485-7.3% |
| Participation rate | 78.6% | 58.9%+19.6pp | 70.1%+8.5pp | 68.9%+9.6pp |
| Annual return | 9.56% | 91.27%-81.7pp | 386.44%-376.9pp | 26.06%-16.5pp |
| Employer contribution / active EE | $2,967 | $1,549+91.5% | $3,558-16.6% | $2,596+14.3% |
| Participant deferral / active EE | $3,592 | $2,749+30.7% | $4,137-13.2% | $4,274-15.9% |
| Admin fee / account holder | $2,085 | $4,433-53.0% | $6,673-68.8% | $7,775-73.2% |