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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 | $106,977 | $54,763+95.3% | $90,324+18.4% | $72,976+46.6% |
| Participation rate | 86.7% | 65.2%+21.6pp | 73.3%+13.5pp | 69.5%+17.3pp |
| Annual return | 16.38% | 30.63%-14.3pp | 78.15%-61.8pp | 81.02%-64.6pp |
| Employer contribution / active EE | $1,946 | $2,093-7.0% | $2,856-31.8% | $2,440-20.2% |
| Participant deferral / active EE | $1,209 | $2,887-58.1% | $3,885-68.9% | $3,608-66.5% |
| Admin fee / account holder | $12,841 | $3,973+223.2% | $5,356+139.8% | $5,124+150.6% |