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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 | $57,640 | $107,421-46.3% | $182,262-68.4% | $94,015-38.7% |
| Participation rate | 75.6% | 77.8%-2.2pp | 84.2%-8.6pp | 70.8%+4.8pp |
| Annual return | 11.16% | 21.32%-10.2pp | 140.60%-129.4pp | 17.84%-6.7pp |
| Employer contribution / active EE | $2,180 | $3,448-36.8% | $5,046-56.8% | $2,790-21.9% |
| Participant deferral / active EE | $5,292 | $6,558-19.3% | $8,276-36.1% | $4,249+24.5% |
| Admin fee / account holder | $11,163 | $8,692+28.4% | $16,712-33.2% | $8,951+24.7% |