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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 | $106,524-45.9% | $152,301-62.2% | $87,485-34.1% |
| Participation rate | 75.6% | 75.8%-0.1pp | 82.4%-6.8pp | 68.9%+6.7pp |
| Annual return | 11.16% | 26.89%-15.7pp | 80.50%-69.3pp | 26.06%-14.9pp |
| Employer contribution / active EE | $2,180 | $3,371-35.3% | $4,624-52.9% | $2,596-16.0% |
| Participant deferral / active EE | $5,292 | $6,525-18.9% | $8,004-33.9% | $4,274+23.8% |
| Admin fee / account holder | $11,163 | $8,287+34.7% | $14,398-22.5% | $7,775+43.6% |