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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 | $79,988 | $45,050+77.6% | $63,018+26.9% | $70,126+14.1% |
| Participation rate | 97.6% | 69.5%+28.1pp | 74.8%+22.8pp | 69.5%+28.0pp |
| Annual return | 10.20% | 18.76%-8.6pp | 87.62%-77.4pp | 73.15%-63.0pp |
| Employer contribution / active EE | $1,850 | $2,052-9.8% | $2,761-33.0% | $2,343-21.0% |
| Participant deferral / active EE | $2,475 | $2,466+0.4% | $3,330-25.7% | $3,332-25.7% |
| Admin fee / account holder | $2,776 | $2,834-2.0% | $3,601-22.9% | $4,645-40.2% |