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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 | $90,280 | $77,908+15.9% | $149,696-39.7% | $75,173+20.1% |
| Participation rate | 84.4% | 65.6%+18.8pp | 78.8%+5.6pp | 67.2%+17.2pp |
| Annual return | 13.15% | 31.73%-18.6pp | 134.46%-121.3pp | 160.72%-147.6pp |
| Employer contribution / active EE | $1,929 | $3,138-38.5% | $4,821-60.0% | $2,671-27.8% |
| Participant deferral / active EE | $4,459 | $3,411+30.7% | $5,682-21.5% | $4,126+8.1% |
| Admin fee / account holder | $5,638 | $5,950-5.2% | $13,212-57.3% | $5,651-0.2% |