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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 | $103,693 | $65,575+58.1% | $86,209+20.3% | $75,181+37.9% |
| Participation rate | 70.8% | 60.5%+10.3pp | 69.0%+1.9pp | 67.2%+3.6pp |
| Annual return | 11.88% | 46.07%-34.2pp | 1169.05%-1157.2pp | 160.69%-148.8pp |
| Employer contribution / active EE | $1,146 | $1,553-26.2% | $2,381-51.9% | $2,671-57.1% |
| Participant deferral / active EE | $2,739 | $3,023-9.4% | $3,986-31.3% | $4,126-33.6% |
| Admin fee / account holder | $10,581 | $5,470+93.4% | $6,853+54.4% | $5,650+87.3% |