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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 | $76,676 | $89,367-14.2% | $141,191-45.7% | $72,975+5.1% |
| Participation rate | 80.8% | 75.1%+5.6pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 17.71% | 111.87%-94.2pp | 71.41%-53.7pp | 81.01%-63.3pp |
| Employer contribution / active EE | $3,092 | $3,115-0.7% | $4,736-34.7% | $2,440+26.7% |
| Participant deferral / active EE | $8,348 | $5,419+54.1% | $6,710+24.4% | $3,608+131.4% |
| Admin fee / account holder | $10,493 | $5,957+76.2% | $10,264+2.2% | $5,124+104.8% |