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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 | $132,032 | $85,024+55.3% | $70,544+87.2% | $139,466-5.3% |
| Participation rate | 81.3% | 73.9%+7.3pp | 68.4%+12.9pp | 80.3%+0.9pp |
| Annual return | 6.53% | 30.39%-23.9pp | 32.79%-26.3pp | 373.66%-367.1pp |
| Employer contribution / active EE | $9,680 | $3,912+147.4% | $2,976+225.3% | $4,754+103.6% |
| Participant deferral / active EE | $1,660 | $5,891-71.8% | $4,568-63.7% | $6,712-75.3% |
| Admin fee / account holder | $25,032 | $8,928+180.4% | $6,427+289.5% | $11,409+119.4% |