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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 | $123,780 | $46,599+165.6% | $64,101+93.1% | $75,173+64.7% |
| Participation rate | 72.2% | 65.9%+6.3pp | 72.3%-0.1pp | 67.2%+5.0pp |
| Annual return | 9.97% | 26.06%-16.1pp | 33.72%-23.7pp | 160.72%-150.7pp |
| Employer contribution / active EE | $2,091 | $1,975+5.8% | $2,749-23.9% | $2,671-21.7% |
| Participant deferral / active EE | $4,820 | $2,837+69.9% | $3,881+24.2% | $4,126+16.8% |
| Admin fee / account holder | $6,195 | $2,956+109.6% | $3,070+101.8% | $5,651+9.6% |