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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 | $77,814-9.9% | $158,223-55.7% | $86,983-19.4% |
| Participation rate | 75.0% | 68.4%+6.6pp | 79.2%-4.2pp | 69.5%+5.5pp |
| Annual return | 9.88% | 30.54%-20.7pp | 52.09%-42.2pp | 25.83%-16.0pp |
| Employer contribution / active EE | $1,904 | $2,592-26.5% | $4,109-53.7% | $2,584-26.3% |
| Participant deferral / active EE | $5,870 | $3,270+79.5% | $5,467+7.4% | $4,194+40.0% |
| Admin fee / account holder | $10,560 | $5,879+79.6% | $16,047-34.2% | $7,856+34.4% |