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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 | $96,661 | $106,864-9.5% | $147,318-34.4% | $82,637+17.0% |
| Participation rate | 86.2% | 75.5%+10.7pp | 82.1%+4.1pp | 68.1%+18.2pp |
| Annual return | 12.22% | 27.49%-15.3pp | 70.43%-58.2pp | 53.51%-41.3pp |
| Employer contribution / active EE | $4,428 | $3,417+29.6% | $4,593-3.6% | $2,552+73.5% |
| Participant deferral / active EE | $8,038 | $6,496+23.7% | $7,906+1.7% | $4,126+94.8% |
| Admin fee / account holder | $1,796 | $8,415-78.7% | $13,708-86.9% | $7,339-75.5% |