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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 | $94,741 | $76,551+23.8% | $123,894-23.5% | $62,881+50.7% |
| Participation rate | 93.9% | 73.0%+20.9pp | 81.4%+12.5pp | 69.3%+24.6pp |
| Annual return | 4.74% | 18.68%-13.9pp | 47.52%-42.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,405 | $2,882-51.3% | $4,617-69.6% | $2,281-38.4% |
| Participant deferral / active EE | $2,608 | $4,840-46.1% | $5,984-56.4% | $3,203-18.6% |
| Admin fee / account holder | $15,893 | $4,826+229.3% | $8,357+90.2% | $4,296+270.0% |