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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 | $138,572 | $93,598+48.1% | $135,974+1.9% | $75,173+84.3% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 13.88% | 30.89%-17.0pp | 68.30%-54.4pp | 160.72%-146.8pp |
| Employer contribution / active EE | $1,530 | $3,538-56.8% | $4,859-68.5% | $2,671-42.7% |
| Participant deferral / active EE | $5,904 | $6,405-7.8% | $7,760-23.9% | $4,126+43.1% |
| Admin fee / account holder | $17,620 | $6,978+152.5% | $10,767+63.7% | $5,651+211.8% |