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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 | $122,795 | $103,392+18.8% | $87,104+41.0% | $152,897-19.7% |
| Participation rate | 93.8% | 79.4%+14.4pp | 76.9%+16.9pp | 82.5%+11.3pp |
| Annual return | 2.54% | 28.10%-25.6pp | 28.19%-25.6pp | 345.43%-342.9pp |
| Employer contribution / active EE | $1,655 | $3,221-48.6% | $2,521-34.4% | $4,764-65.3% |
| Participant deferral / active EE | $2,661 | $4,778-44.3% | $4,048-34.3% | $5,851-54.5% |
| Admin fee / account holder | $20,429 | $12,194+67.5% | $7,491+172.7% | $11,599+76.1% |