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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 | $83,762 | $55,930+49.8% | $76,089+10.1% | $80,925+3.5% |
| Participation rate | 71.1% | 62.1%+9.0pp | 69.1%+2.0pp | 67.7%+3.4pp |
| Annual return | 7.02% | 20.58%-13.6pp | 360.94%-353.9pp | 35.65%-28.6pp |
| Employer contribution / active EE | $1,775 | $1,866-4.9% | $2,690-34.0% | $2,756-35.6% |
| Participant deferral / active EE | $3,922 | $3,051+28.6% | $4,259-7.9% | $4,299-8.8% |
| Admin fee / account holder | $3,133 | $5,241-40.2% | $6,418-51.2% | $6,940-54.9% |