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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 | $68,609 | $49,976+37.3% | $66,674+2.9% | $82,637-17.0% |
| Participation rate | 70.4% | 63.1%+7.3pp | 73.7%-3.3pp | 68.1%+2.3pp |
| Annual return | 12.38% | 39.09%-26.7pp | 321.24%-308.9pp | 53.51%-41.1pp |
| Employer contribution / active EE | $2,722 | $1,988+36.9% | $2,620+3.9% | $2,552+6.6% |
| Participant deferral / active EE | $3,940 | $2,847+38.4% | $4,084-3.5% | $4,126-4.5% |
| Admin fee / account holder | $3,935 | $4,594-14.3% | $5,098-22.8% | $7,339-46.4% |