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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 | $51,641 | $46,599+10.8% | $64,101-19.4% | $75,173-31.3% |
| Participation rate | 97.6% | 65.9%+31.6pp | 72.3%+25.3pp | 67.2%+30.4pp |
| Annual return | 10.22% | 26.06%-15.8pp | 33.72%-23.5pp | 160.72%-150.5pp |
| Employer contribution / active EE | $4,342 | $1,975+119.8% | $2,749+58.0% | $2,671+62.6% |
| Participant deferral / active EE | $5,690 | $2,837+100.6% | $3,881+46.6% | $4,126+37.9% |
| Admin fee / account holder | $1,218 | $2,956-58.8% | $3,070-60.3% | $5,651-78.4% |