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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 | $146,133 | $58,311+150.6% | $81,882+78.5% | $80,959+80.5% |
| Participation rate | 75.9% | 63.5%+12.4pp | 72.4%+3.5pp | 67.7%+8.2pp |
| Annual return | 10.58% | 41.85%-31.3pp | 779.47%-768.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $2,725 | $2,347+16.1% | $2,916-6.5% | $2,757-1.2% |
| Participant deferral / active EE | $3,580 | $3,287+8.9% | $4,323-17.2% | $4,300-16.7% |
| Admin fee / account holder | $3,508 | $4,752-26.2% | $7,360-52.3% | $6,925-49.3% |