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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 | $100,988 | $76,407+32.2% | $150,298-32.8% | $82,448+22.5% |
| Participation rate | 84.0% | 66.4%+17.6pp | 77.8%+6.2pp | 68.1%+15.9pp |
| Annual return | 10.02% | 39.99%-30.0pp | 62.79%-52.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $4,509 | $2,614+72.5% | $4,154+8.5% | $2,551+76.8% |
| Participant deferral / active EE | $3,620 | $3,214+12.6% | $5,453-33.6% | $4,139-12.5% |
| Admin fee / account holder | $20,214 | $6,352+218.2% | $14,116+43.2% | $7,234+179.4% |