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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 | $76,407-8.2% | $150,298-53.3% | $82,448-14.9% |
| Participation rate | 75.0% | 66.4%+8.6pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 9.88% | 39.99%-30.1pp | 62.79%-52.9pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,904 | $2,614-27.1% | $4,154-54.2% | $2,551-25.3% |
| Participant deferral / active EE | $5,870 | $3,214+82.6% | $5,453+7.7% | $4,139+41.8% |
| Admin fee / account holder | $10,560 | $6,352+66.2% | $14,116-25.2% | $7,234+46.0% |