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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 | $113,101 | $81,331+39.1% | $155,534-27.3% | $80,935+39.7% |
| Participation rate | 70.2% | 66.3%+4.0pp | 78.2%-8.0pp | 67.7%+2.6pp |
| Annual return | 10.15% | 33.37%-23.2pp | 64.92%-54.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $2,075 | $3,105-33.2% | $4,675-55.6% | $2,757-24.7% |
| Participant deferral / active EE | $2,529 | $3,454-26.8% | $5,630-55.1% | $4,299-41.2% |
| Admin fee / account holder | $8,510 | $7,999+6.4% | $15,900-46.5% | $6,924+22.9% |