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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 | $109,583 | $93,598+17.1% | $135,974-19.4% | $75,173+45.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 12.56% | 30.89%-18.3pp | 68.30%-55.7pp | 160.72%-148.2pp |
| Employer contribution / active EE | $3,344 | $3,538-5.5% | $4,859-31.2% | $2,671+25.2% |
| Participant deferral / active EE | $10,490 | $6,405+63.8% | $7,760+35.2% | $4,126+154.2% |
| Admin fee / account holder | $4,581 | $6,978-34.3% | $10,767-57.4% | $5,651-18.9% |