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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 | $90,443 | $54,757+65.2% | $90,304+0.2% | $72,975+23.9% |
| Participation rate | 88.9% | 65.2%+23.7pp | 73.3%+15.6pp | 69.5%+19.4pp |
| Annual return | 4.83% | 30.63%-25.8pp | 78.13%-73.3pp | 81.01%-76.2pp |
| Employer contribution / active EE | $1,766 | $2,093-15.6% | $2,855-38.2% | $2,440-27.6% |
| Participant deferral / active EE | $4,320 | $2,887+49.6% | $3,885+11.2% | $3,608+19.7% |
| Admin fee / account holder | $1,751 | $3,973-55.9% | $5,354-67.3% | $5,124-65.8% |