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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 | $64,776 | $93,598-30.8% | $135,974-52.4% | $75,173-13.8% |
| Participation rate | 78.9% | 75.2%+3.8pp | 81.9%-3.0pp | 67.2%+11.7pp |
| Annual return | 10.46% | 30.89%-20.4pp | 68.30%-57.8pp | 160.72%-150.3pp |
| Employer contribution / active EE | $2,626 | $3,538-25.8% | $4,859-45.9% | $2,671-1.7% |
| Participant deferral / active EE | $5,960 | $6,405-7.0% | $7,760-23.2% | $4,126+44.4% |
| Admin fee / account holder | $11,113 | $6,978+59.3% | $10,767+3.2% | $5,651+96.7% |