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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 | $84,710 | $51,638+64.0% | $68,368+23.9% | $82,448+2.7% |
| Participation rate | 92.9% | 63.6%+29.2pp | 73.8%+19.1pp | 68.1%+24.8pp |
| Annual return | 13.32% | 37.53%-24.2pp | 292.57%-279.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $4,829 | $2,047+135.9% | $2,649+82.3% | $2,551+89.3% |
| Participant deferral / active EE | $6,166 | $2,914+111.6% | $4,123+49.6% | $4,139+49.0% |
| Admin fee / account holder | $3,925 | $4,643-15.5% | $5,150-23.8% | $7,234-45.7% |