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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 | $106,749-45.8% | $145,433-60.2% | $82,448-29.8% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 10.81% | 27.59%-16.8pp | 66.58%-55.8pp | 41.64%-30.8pp |
| Employer contribution / active EE | $3,080 | $3,444-10.6% | $4,554-32.4% | $2,551+20.7% |
| Participant deferral / active EE | $7,702 | $6,519+18.2% | $7,897-2.5% | $4,139+86.1% |
| Admin fee / account holder | $10,657 | $8,390+27.0% | $13,129-18.8% | $7,234+47.3% |