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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 | $96,244 | $75,541+27.4% | $152,093-36.7% | $82,637+16.5% |
| Participation rate | 97.4% | 66.5%+30.8pp | 77.8%+19.6pp | 68.1%+29.3pp |
| Annual return | 11.94% | 32.56%-20.6pp | 66.36%-54.4pp | 53.51%-41.6pp |
| Employer contribution / active EE | $2,584 | $2,622-1.5% | $4,175-38.1% | $2,552+1.2% |
| Participant deferral / active EE | $3,593 | $3,206+12.1% | $5,451-34.1% | $4,126-12.9% |
| Admin fee / account holder | $1,354 | $6,405-78.9% | $14,497-90.7% | $7,339-81.5% |