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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 | $134,923 | $65,395+106.3% | $182,540-26.1% | $72,975+84.9% |
| Participation rate | 96.2% | 65.4%+30.7pp | 78.0%+18.2pp | 69.5%+26.7pp |
| Annual return | 3.31% | 27.68%-24.4pp | 148.58%-145.3pp | 81.01%-77.7pp |
| Employer contribution / active EE | $2,888 | $1,911+51.1% | $4,076-29.1% | $2,440+18.4% |
| Participant deferral / active EE | $1,269 | $3,563-64.4% | $5,525-77.0% | $3,608-64.8% |
| Admin fee / account holder | $36,723 | $4,245+765.2% | $8,593+327.3% | $5,124+616.7% |