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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 | $107,421-46.1% | $182,262-68.3% | $94,015-38.5% |
| Participation rate | 88.5% | 77.8%+10.7pp | 84.2%+4.2pp | 70.8%+17.6pp |
| Annual return | 10.81% | 21.32%-10.5pp | 140.60%-129.8pp | 17.84%-7.0pp |
| Employer contribution / active EE | $3,080 | $3,448-10.7% | $5,046-39.0% | $2,790+10.4% |
| Participant deferral / active EE | $7,702 | $6,558+17.5% | $8,276-6.9% | $4,249+81.3% |
| Admin fee / account holder | $10,657 | $8,692+22.6% | $16,712-36.2% | $8,951+19.1% |