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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 | $56,063+49.4% | $76,051+10.1% | $80,911+3.5% |
| Participation rate | 71.1% | 62.0%+9.0pp | 69.1%+2.0pp | 67.6%+3.4pp |
| Annual return | 7.02% | 20.54%-13.5pp | 360.42%-353.4pp | 35.63%-28.6pp |
| Employer contribution / active EE | $1,775 | $1,874-5.3% | $2,690-34.0% | $2,756-35.6% |
| Participant deferral / active EE | $3,922 | $3,052+28.5% | $4,257-7.9% | $4,297-8.7% |
| Admin fee / account holder | $3,133 | $5,240-40.2% | $6,416-51.2% | $6,935-54.8% |