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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 | $65,058 | $106,524-38.9% | $152,301-57.3% | $87,485-25.6% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.4%+9.6pp | 68.9%+23.1pp |
| Annual return | 5.68% | 26.89%-21.2pp | 80.50%-74.8pp | 26.06%-20.4pp |
| Employer contribution / active EE | $3,784 | $3,371+12.2% | $4,624-18.2% | $2,596+45.7% |
| Participant deferral / active EE | $4,807 | $6,525-26.3% | $8,004-39.9% | $4,274+12.5% |
| Admin fee / account holder | $13,646 | $8,287+64.7% | $14,398-5.2% | $7,775+75.5% |