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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 | $85,998 | $77,814+10.5% | $158,223-45.6% | $86,983-1.1% |
| Participation rate | 94.7% | 68.4%+26.3pp | 79.2%+15.5pp | 69.5%+25.2pp |
| Annual return | 11.77% | 30.54%-18.8pp | 52.09%-40.3pp | 25.83%-14.1pp |
| Employer contribution / active EE | $3,484 | $2,592+34.4% | $4,109-15.2% | $2,584+34.8% |
| Participant deferral / active EE | $3,351 | $3,270+2.5% | $5,467-38.7% | $4,194-20.1% |
| Admin fee / account holder | $14,302 | $5,879+143.3% | $16,047-10.9% | $7,856+82.1% |