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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 | $85,351 | $93,617-8.8% | $135,982-37.2% | $75,177+13.5% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.5pp | 67.2%+21.3pp |
| Annual return | 14.27% | 30.89%-16.6pp | 68.32%-54.1pp | 160.75%-146.5pp |
| Employer contribution / active EE | $3,708 | $3,538+4.8% | $4,859-23.7% | $2,671+38.8% |
| Participant deferral / active EE | $10,989 | $6,406+71.5% | $7,760+41.6% | $4,126+166.3% |
| Admin fee / account holder | $477 | $6,980-93.2% | $10,767-95.6% | $5,651-91.6% |