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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 | $177,500 | $152,612+16.3% | $125,192+41.8% | $152,897+16.1% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.5%+5.0pp |
| Annual return | 3.50% | 54.85%-51.3pp | 43.79%-40.3pp | 345.43%-341.9pp |
| Employer contribution / active EE | $8,375 | $4,947+69.3% | $3,866+116.6% | $4,764+75.8% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,850 | $13,437-78.8% | $9,704-70.6% | $11,599-75.4% |