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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 | $120,052 | $58,493+105.2% | $84,021+42.9% | $72,975+64.5% |
| Participation rate | 98.2% | 61.2%+37.0pp | 69.0%+29.2pp | 69.5%+28.8pp |
| Annual return | 7.89% | 28.93%-21.0pp | 71.32%-63.4pp | 81.01%-73.1pp |
| Employer contribution / active EE | $1,771 | $1,163+52.3% | $1,984-10.7% | $2,440-27.4% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,021 | $4,569-77.7% | $6,102-83.3% | $5,124-80.1% |