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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 | $106,110 | $45,082+135.4% | $69,464+52.8% | $72,975+45.4% |
| Participation rate | 73.9% | 68.5%+5.4pp | 74.6%-0.7pp | 69.5%+4.4pp |
| Annual return | 4.71% | 22.66%-17.9pp | 28.98%-24.3pp | 81.01%-76.3pp |
| Employer contribution / active EE | $2,112 | $2,055+2.8% | $2,779-24.0% | $2,440-13.4% |
| Participant deferral / active EE | $4,720 | $2,604+81.3% | $3,536+33.5% | $3,608+30.8% |
| Admin fee / account holder | $7,747 | $3,057+153.4% | $3,840+101.7% | $5,124+51.2% |