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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 | $120,142 | $85,169+41.1% | $172,755-30.5% | $72,983+64.6% |
| Participation rate | 98.7% | 70.1%+28.6pp | 82.6%+16.0pp | 69.5%+29.2pp |
| Annual return | 5.93% | 27.32%-21.4pp | 802.94%-797.0pp | 81.01%-75.1pp |
| Employer contribution / active EE | $2,982 | $3,324-10.3% | $5,144-42.0% | $2,440+22.2% |
| Participant deferral / active EE | $5,985 | $3,260+83.6% | $5,198+15.1% | $3,608+65.9% |
| Admin fee / account holder | $17,113 | $5,880+191.0% | $13,955+22.6% | $5,124+234.0% |