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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 | $58,258+150.8% | $81,820+78.6% | $80,925+80.6% |
| Participation rate | 75.9% | 63.5%+12.4pp | 72.4%+3.5pp | 67.7%+8.2pp |
| Annual return | 10.58% | 41.76%-31.2pp | 777.93%-767.3pp | 35.65%-25.1pp |
| Employer contribution / active EE | $2,725 | $2,345+16.2% | $2,915-6.5% | $2,756-1.1% |
| Participant deferral / active EE | $3,580 | $3,284+9.0% | $4,323-17.2% | $4,299-16.7% |
| Admin fee / account holder | $3,508 | $4,976-29.5% | $7,391-52.5% | $6,940-49.4% |