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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 | $105,199 | $67,602+55.6% | $82,312+27.8% | $70,126+50.0% |
| Participation rate | 98.4% | 72.8%+25.6pp | 76.9%+21.5pp | 69.5%+28.8pp |
| Annual return | 10.72% | 21.57%-10.8pp | 25.88%-15.2pp | 73.15%-62.4pp |
| Employer contribution / active EE | $5,738 | $1,755+226.9% | $2,428+136.3% | $2,343+144.9% |
| Participant deferral / active EE | $1,840 | $2,987-38.4% | $3,706-50.4% | $3,332-44.8% |
| Admin fee / account holder | $1,742 | $4,512-61.4% | $5,608-68.9% | $4,645-62.5% |