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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 | $74,426 | $45,050+65.2% | $63,018+18.1% | $70,126+6.1% |
| Participation rate | 88.9% | 69.5%+19.4pp | 74.8%+14.1pp | 69.5%+19.3pp |
| Annual return | 9.57% | 18.76%-9.2pp | 87.62%-78.0pp | 73.15%-63.6pp |
| Employer contribution / active EE | $5,845 | $2,052+184.9% | $2,761+111.7% | $2,343+149.5% |
| Participant deferral / active EE | $4,245 | $2,466+72.2% | $3,330+27.5% | $3,332+27.4% |
| Admin fee / account holder | $5,156 | $2,834+81.9% | $3,601+43.2% | $4,645+11.0% |