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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 | $128,270 | $91,559+40.1% | $133,978-4.3% | $79,856+60.6% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.8pp |
| Annual return | 6.41% | 61.85%-55.4pp | 45.10%-38.7pp | 31.71%-25.3pp |
| Employer contribution / active EE | $2,871 | $2,384+20.4% | $3,919-26.7% | $2,471+16.2% |
| Participant deferral / active EE | $2,531 | $3,734-32.2% | $5,047-49.9% | $3,741-32.3% |
| Admin fee / account holder | $1,138 | $6,321-82.0% | $8,930-87.3% | $5,306-78.6% |