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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 | $85,805 | $93,598-8.3% | $135,974-36.9% | $75,173+14.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 10.88% | 30.89%-20.0pp | 68.30%-57.4pp | 160.72%-149.8pp |
| Employer contribution / active EE | $2,857 | $3,538-19.2% | $4,859-41.2% | $2,671+7.0% |
| Participant deferral / active EE | $3,574 | $6,405-44.2% | $7,760-53.9% | $4,126-13.4% |
| Admin fee / account holder | $326 | $6,978-95.3% | $10,767-97.0% | $5,651-94.2% |