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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 | $72,851 | $93,598-22.2% | $135,974-46.4% | $75,173-3.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 12.54% | 30.89%-18.3pp | 68.30%-55.8pp | 160.72%-148.2pp |
| Employer contribution / active EE | $4,304 | $3,538+21.7% | $4,859-11.4% | $2,671+61.1% |
| Participant deferral / active EE | $8,883 | $6,405+38.7% | $7,760+14.5% | $4,126+115.3% |
| Admin fee / account holder | $1,997 | $6,978-71.4% | $10,767-81.4% | $5,651-64.7% |