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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 | $133,357 | $106,524+25.2% | $152,301-12.4% | $87,485+52.4% |
| Participation rate | 79.3% | 75.8%+3.6pp | 82.4%-3.1pp | 68.9%+10.4pp |
| Annual return | 11.20% | 26.89%-15.7pp | 80.50%-69.3pp | 26.06%-14.9pp |
| Employer contribution / active EE | $1,830 | $3,371-45.7% | $4,624-60.4% | $2,596-29.5% |
| Participant deferral / active EE | $5,335 | $6,525-18.2% | $8,004-33.3% | $4,274+24.8% |
| Admin fee / account holder | $2,204 | $8,287-73.4% | $14,398-84.7% | $7,775-71.6% |