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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 | $67,517 | $77,920-13.4% | $149,723-54.9% | $75,177-10.2% |
| Participation rate | 89.4% | 65.6%+23.8pp | 78.8%+10.6pp | 67.2%+22.2pp |
| Annual return | 12.67% | 31.72%-19.0pp | 134.50%-121.8pp | 160.75%-148.1pp |
| Employer contribution / active EE | $5,192 | $3,138+65.4% | $4,821+7.7% | $2,671+94.4% |
| Participant deferral / active EE | $1,631 | $3,411-52.2% | $5,682-71.3% | $4,126-60.5% |
| Admin fee / account holder | $18,578 | $5,951+212.2% | $13,215+40.6% | $5,651+228.7% |