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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 | $130,621 | $67,602+93.2% | $82,312+58.7% | $70,126+86.3% |
| Participation rate | 94.5% | 72.8%+21.8pp | 76.9%+17.7pp | 69.5%+25.0pp |
| Annual return | 11.30% | 21.57%-10.3pp | 25.88%-14.6pp | 73.15%-61.8pp |
| Employer contribution / active EE | $2,122 | $1,755+20.9% | $2,428-12.6% | $2,343-9.4% |
| Participant deferral / active EE | $5,456 | $2,987+82.7% | $3,706+47.2% | $3,332+63.8% |
| Admin fee / account holder | $23,077 | $4,512+411.5% | $5,608+311.5% | $4,645+396.8% |