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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 | $121,933 | $85,060+43.3% | $70,565+72.8% | $139,487-12.6% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.4%+6.6pp | 80.3%-5.3pp |
| Annual return | 10.15% | 30.39%-20.2pp | 32.79%-22.6pp | 373.84%-363.7pp |
| Employer contribution / active EE | $547 | $3,912-86.0% | $2,976-81.6% | $4,755-88.5% |
| Participant deferral / active EE | $13,507 | $5,891+129.3% | $4,568+195.7% | $6,713+101.2% |
| Admin fee / account holder | $43,197 | $8,932+383.6% | $6,430+571.8% | $11,407+278.7% |