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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 | $87,431 | $93,598-6.6% | $135,974-35.7% | $75,173+16.3% |
| Participation rate | 99.0% | 75.2%+23.8pp | 81.9%+17.1pp | 67.2%+31.8pp |
| Annual return | 14.61% | 30.89%-16.3pp | 68.30%-53.7pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,418 | $3,538-59.9% | $4,859-70.8% | $2,671-46.9% |
| Participant deferral / active EE | $4,087 | $6,405-36.2% | $7,760-47.3% | $4,126-0.9% |
| Admin fee / account holder | $5,819 | $6,978-16.6% | $10,767-46.0% | $5,651+3.0% |