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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 | $104,353 | $48,078+117.1% | $78,676+32.6% | $62,881+66.0% |
| Participation rate | 88.6% | 65.2%+23.4pp | 73.6%+15.0pp | 69.3%+19.3pp |
| Annual return | 4.22% | 31.36%-27.1pp | 62.19%-58.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $5,670 | $2,015+181.4% | $2,850+98.9% | $2,281+148.6% |
| Participant deferral / active EE | $7,187 | $2,587+177.8% | $3,517+104.4% | $3,203+124.4% |
| Admin fee / account holder | $2,475 | $3,206-22.8% | $4,510-45.1% | $4,296-42.4% |