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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 | $111,212 | $50,554+120.0% | $67,681+64.3% | $87,485+27.1% |
| Participation rate | 75.0% | 67.7%+7.3pp | 73.7%+1.3pp | 68.9%+6.1pp |
| Annual return | 8.53% | 17.81%-9.3pp | 590.58%-582.1pp | 26.06%-17.5pp |
| Employer contribution / active EE | $2,403 | $1,988+20.9% | $2,678-10.3% | $2,596-7.4% |
| Participant deferral / active EE | $5,053 | $2,961+70.6% | $3,976+27.1% | $4,274+18.2% |
| Admin fee / account holder | $45,640 | $4,132+1004.4% | $6,100+648.2% | $7,775+487.0% |