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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 | $74,030 | $93,617-20.9% | $135,982-45.6% | $75,177-1.5% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 67.2%+31.3pp |
| Annual return | 13.45% | 30.89%-17.4pp | 68.32%-54.9pp | 160.75%-147.3pp |
| Employer contribution / active EE | $3,483 | $3,538-1.6% | $4,859-28.3% | $2,671+30.4% |
| Participant deferral / active EE | $7,290 | $6,406+13.8% | $7,760-6.1% | $4,126+76.7% |
| Admin fee / account holder | $2,994 | $6,980-57.1% | $10,767-72.2% | $5,651-47.0% |