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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 | $80,663 | $106,749-24.4% | $145,433-44.5% | $82,448-2.2% |
| Participation rate | 81.1% | 75.6%+5.4pp | 82.1%-1.0pp | 68.1%+13.0pp |
| Annual return | 11.46% | 27.59%-16.1pp | 66.58%-55.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $4,607 | $3,444+33.8% | $4,554+1.2% | $2,551+80.6% |
| Participant deferral / active EE | $9,442 | $6,519+44.8% | $7,897+19.6% | $4,139+128.1% |
| Admin fee / account holder | $12,399 | $8,390+47.8% | $13,129-5.6% | $7,234+71.4% |