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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 | $78,967 | $64,920+21.6% | $103,693-23.8% | $86,983-9.2% |
| Participation rate | 96.0% | 63.6%+32.4pp | 72.6%+23.4pp | 69.5%+26.5pp |
| Annual return | 8.64% | 30.29%-21.6pp | 47.61%-39.0pp | 25.83%-17.2pp |
| Employer contribution / active EE | $2,096 | $2,141-2.1% | $2,920-28.2% | $2,584-18.9% |
| Participant deferral / active EE | $2,638 | $3,241-18.6% | $4,579-42.4% | $4,194-37.1% |
| Admin fee / account holder | $8,574 | $6,191+38.5% | $7,858+9.1% | $7,856+9.1% |