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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 | $72,764 | $70,486+3.2% | $100,528-27.6% | $79,852-8.9% |
| Participation rate | 77.8% | 73.6%+4.1pp | 79.4%-1.6pp | 69.6%+8.1pp |
| Annual return | 10.34% | 21.90%-11.6pp | 30.90%-20.6pp | 31.72%-21.4pp |
| Employer contribution / active EE | $1,469 | $2,165-32.1% | $3,419-57.0% | $2,471-40.6% |
| Participant deferral / active EE | $3,892 | $5,182-24.9% | $6,271-37.9% | $3,740+4.0% |
| Admin fee / account holder | $3,642 | $4,480-18.7% | $8,084-54.9% | $5,306-31.4% |