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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 | $100,372 | $86,288+16.3% | $111,306-9.8% | $85,851+16.9% |
| Participation rate | 70.6% | 73.3%-2.7pp | 77.3%-6.7pp | 69.3%+1.3pp |
| Annual return | 10.23% | 19.99%-9.8pp | 54.67%-44.4pp | 318.63%-308.4pp |
| Employer contribution / active EE | $747 | $2,044-63.4% | $2,732-72.7% | $2,565-70.9% |
| Participant deferral / active EE | $2,136 | $3,641-41.3% | $4,488-52.4% | $3,952-45.9% |
| Admin fee / account holder | $22,583 | $8,189+175.8% | $7,966+183.5% | $6,261+260.7% |