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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 | $164,858 | $95,453+72.7% | $112,040+47.1% | $82,448+100.0% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.5%+10.6pp | 68.1%+19.0pp |
| Annual return | 9.47% | 23.92%-14.5pp | 24.52%-15.0pp | 41.64%-32.2pp |
| Employer contribution / active EE | $2,481 | $2,318+7.0% | $2,954-16.0% | $2,551-2.8% |
| Participant deferral / active EE | $6,725 | $4,224+59.2% | $5,098+31.9% | $4,139+62.5% |
| Admin fee / account holder | $10,885 | $9,013+20.8% | $12,098-10.0% | $7,234+50.5% |