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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 | $139,021 | $65,361+112.7% | $92,903+49.6% | $72,983+90.5% |
| Participation rate | 95.0% | 68.3%+26.7pp | 76.0%+19.0pp | 69.5%+25.5pp |
| Annual return | 6.26% | 42.11%-35.8pp | 109.43%-103.2pp | 81.01%-74.8pp |
| Employer contribution / active EE | $6,877 | $2,594+165.1% | $3,653+88.3% | $2,440+181.9% |
| Participant deferral / active EE | $3,508 | $3,128+12.2% | $4,238-17.2% | $3,608-2.7% |
| Admin fee / account holder | $978 | $4,251-77.0% | $5,795-83.1% | $5,124-80.9% |