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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 | $72,871 | $76,551-4.8% | $123,894-41.2% | $62,881+15.9% |
| Participation rate | 78.6% | 73.0%+5.6pp | 81.4%-2.8pp | 69.3%+9.3pp |
| Annual return | 4.75% | 18.68%-13.9pp | 47.52%-42.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $3,088 | $2,882+7.1% | $4,617-33.1% | $2,281+35.4% |
| Participant deferral / active EE | $5,354 | $4,840+10.6% | $5,984-10.5% | $3,203+67.2% |
| Admin fee / account holder | $4,366 | $4,826-9.5% | $8,357-47.8% | $4,296+1.6% |