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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 | $70,122 | $78,690-10.9% | $161,489-56.6% | $87,485-19.8% |
| Participation rate | 75.0% | 67.5%+7.5pp | 78.7%-3.7pp | 68.9%+6.1pp |
| Annual return | 9.88% | 32.74%-22.9pp | 89.72%-79.8pp | 26.06%-16.2pp |
| Employer contribution / active EE | $1,904 | $2,588-26.4% | $4,268-55.4% | $2,596-26.6% |
| Participant deferral / active EE | $5,870 | $3,311+77.3% | $5,630+4.3% | $4,274+37.4% |
| Admin fee / account holder | $10,560 | $6,724+57.1% | $16,006-34.0% | $7,775+35.8% |