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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 | $90,383 | $86,050+5.0% | $189,758-52.4% | $94,015-3.9% |
| Participation rate | 85.7% | 68.9%+16.8pp | 79.8%+5.9pp | 70.8%+14.9pp |
| Annual return | 10.05% | 17.77%-7.7pp | 52.62%-42.6pp | 17.84%-7.8pp |
| Employer contribution / active EE | $1,627 | $2,819-42.3% | $4,767-65.9% | $2,790-41.7% |
| Participant deferral / active EE | $4,200 | $3,349+25.4% | $5,856-28.3% | $4,249-1.2% |
| Admin fee / account holder | $2,578 | $6,627-61.1% | $20,388-87.4% | $8,951-71.2% |