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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 | $135,567 | $146,267-7.3% | $197,124-31.2% | $82,448+64.4% |
| Participation rate | 88.2% | 84.0%+4.2pp | 86.7%+1.5pp | 68.1%+20.2pp |
| Annual return | 11.38% | 29.61%-18.2pp | 44.34%-33.0pp | 41.64%-30.3pp |
| Employer contribution / active EE | $5,066 | $4,723+7.2% | $6,227-18.7% | $2,551+98.6% |
| Participant deferral / active EE | $7,009 | $7,035-0.4% | $9,135-23.3% | $4,139+69.3% |
| Admin fee / account holder | $1,845 | $14,422-87.2% | $16,298-88.7% | $7,234-74.5% |