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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 | $58,234+150.9% | $81,783+78.7% | $80,874+80.7% |
| Participation rate | 75.9% | 63.4%+12.4pp | 72.4%+3.5pp | 67.6%+8.2pp |
| Annual return | 10.58% | 41.70%-31.1pp | 775.05%-764.5pp | 35.62%-25.0pp |
| Employer contribution / active EE | $2,725 | $2,341+16.4% | $2,913-6.4% | $2,756-1.1% |
| Participant deferral / active EE | $3,580 | $3,283+9.1% | $4,320-17.1% | $4,297-16.7% |
| Admin fee / account holder | $3,508 | $4,982-29.6% | $7,380-52.5% | $6,935-49.4% |