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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 | $82,163 | $46,599+76.3% | $64,101+28.2% | $75,173+9.3% |
| Participation rate | 94.7% | 65.9%+28.8pp | 72.3%+22.4pp | 67.2%+27.5pp |
| Annual return | 10.70% | 26.06%-15.4pp | 33.72%-23.0pp | 160.72%-150.0pp |
| Employer contribution / active EE | $2,221 | $1,975+12.5% | $2,749-19.2% | $2,671-16.8% |
| Participant deferral / active EE | $6,844 | $2,837+141.2% | $3,881+76.3% | $4,126+65.9% |
| Admin fee / account holder | $6,634 | $2,956+124.4% | $3,070+116.1% | $5,651+17.4% |