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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 | $57,858 | $106,524-45.7% | $152,301-62.0% | $87,485-33.9% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.4%+6.0pp | 68.9%+19.5pp |
| Annual return | 10.81% | 26.89%-16.1pp | 80.50%-69.7pp | 26.06%-15.2pp |
| Employer contribution / active EE | $3,080 | $3,371-8.6% | $4,624-33.4% | $2,596+18.6% |
| Participant deferral / active EE | $7,702 | $6,525+18.0% | $8,004-3.8% | $4,274+80.2% |
| Admin fee / account holder | $10,657 | $8,287+28.6% | $14,398-26.0% | $7,775+37.1% |