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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 | $81,785 | $85,060-3.9% | $70,548+15.9% | $139,456-41.4% |
| Participation rate | 92.3% | 73.9%+18.4pp | 68.3%+24.0pp | 80.3%+12.0pp |
| Annual return | 6.33% | 30.38%-24.1pp | 32.78%-26.5pp | 373.45%-367.1pp |
| Employer contribution / active EE | $3,484 | $3,911-10.9% | $2,975+17.1% | $4,753-26.7% |
| Participant deferral / active EE | $3,456 | $5,890-41.3% | $4,567-24.3% | $6,711-48.5% |
| Admin fee / account holder | $10,253 | $8,925+14.9% | $6,424+59.6% | $11,407-10.1% |