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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 | $126,362 | $88,672+42.5% | $105,223+20.1% | $82,448+53.3% |
| Participation rate | 97.5% | 67.9%+29.6pp | 75.0%+22.5pp | 68.1%+29.4pp |
| Annual return | 12.76% | 30.86%-18.1pp | 180.65%-167.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $5,000 | $3,048+64.0% | $3,689+35.6% | $2,551+96.0% |
| Participant deferral / active EE | $4,909 | $4,036+21.6% | $5,072-3.2% | $4,139+18.6% |
| Admin fee / account holder | $2,582 | $7,146-63.9% | $8,859-70.9% | $7,234-64.3% |