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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 | $108,370 | $72,027+50.5% | $185,861-41.7% | $79,856+35.7% |
| Participation rate | 88.6% | 65.8%+22.8pp | 78.0%+10.5pp | 69.6%+18.9pp |
| Annual return | 4.50% | 23.13%-18.6pp | 35.96%-31.5pp | 31.71%-27.2pp |
| Employer contribution / active EE | $2,638 | $1,965+34.2% | $4,088-35.5% | $2,471+6.8% |
| Participant deferral / active EE | $8,117 | $3,780+114.8% | $5,634+44.1% | $3,741+117.0% |
| Admin fee / account holder | $5,213 | $4,513+15.5% | $9,503-45.2% | $5,306-1.8% |