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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 | $48,418 | $123,793-60.9% | $177,822-72.8% | $79,860-39.4% |
| Participation rate | 85.2% | 84.7%+0.5pp | 87.7%-2.5pp | 69.6%+15.6pp |
| Annual return | 7.61% | 22.82%-15.2pp | 48.32%-40.7pp | 31.72%-24.1pp |
| Employer contribution / active EE | $2,151 | $4,095-47.5% | $5,918-63.6% | $2,471-12.9% |
| Participant deferral / active EE | $3,253 | $5,956-45.4% | $7,714-57.8% | $3,740-13.0% |
| Admin fee / account holder | $9,370 | $7,243+29.4% | $12,428-24.6% | $5,306+76.6% |