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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 | $146,682 | $99,875+46.9% | $146,866-0.1% | $86,983+68.6% |
| Participation rate | 71.0% | 75.8%-4.8pp | 82.5%-11.5pp | 69.5%+1.4pp |
| Annual return | 9.31% | 28.10%-18.8pp | 102.85%-93.5pp | 25.83%-16.5pp |
| Employer contribution / active EE | $2,254 | $3,224-30.1% | $4,425-49.1% | $2,584-12.8% |
| Participant deferral / active EE | $4,200 | $6,322-33.6% | $7,759-45.9% | $4,194+0.1% |
| Admin fee / account holder | $36,146 | $7,838+361.2% | $13,620+165.4% | $7,856+360.1% |