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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 | $94,138 | $54,541+72.6% | $78,778+19.5% | $70,124+34.2% |
| Participation rate | 91.4% | 60.8%+30.6pp | 69.2%+22.2pp | 69.5%+21.9pp |
| Annual return | 10.64% | 21.07%-10.4pp | 35.62%-25.0pp | 73.14%-62.5pp |
| Employer contribution / active EE | $686 | $1,089-36.9% | $1,986-65.4% | $2,342-70.7% |
| Participant deferral / active EE | $2,033 | $2,210-8.0% | $2,958-31.3% | $3,332-39.0% |
| Admin fee / account holder | $22,025 | $3,709+493.9% | $5,134+329.0% | $4,645+374.1% |