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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 | $73,144 | $76,407-4.3% | $150,298-51.3% | $82,448-11.3% |
| Participation rate | 92.0% | 66.4%+25.6pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 9.65% | 39.99%-30.3pp | 62.79%-53.1pp | 41.64%-32.0pp |
| Employer contribution / active EE | $3,045 | $2,614+16.5% | $4,154-26.7% | $2,551+19.4% |
| Participant deferral / active EE | $5,679 | $3,214+76.7% | $5,453+4.2% | $4,139+37.2% |
| Admin fee / account holder | $10,927 | $6,352+72.0% | $14,116-22.6% | $7,234+51.0% |