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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 | $80,258 | $56,544+41.9% | $75,501+6.3% | $70,126+14.4% |
| Participation rate | 97.9% | 68.1%+29.8pp | 72.4%+25.5pp | 69.5%+28.3pp |
| Annual return | 11.12% | 23.59%-12.5pp | 27.35%-16.2pp | 73.15%-62.0pp |
| Employer contribution / active EE | $1,565 | $1,817-13.8% | $2,352-33.5% | $2,343-33.2% |
| Participant deferral / active EE | $2,103 | $2,580-18.5% | $3,142-33.1% | $3,332-36.9% |
| Admin fee / account holder | $1,546 | $3,827-59.6% | $5,801-73.3% | $4,645-66.7% |