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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 | $88,550 | $106,749-17.0% | $145,433-39.1% | $82,448+7.4% |
| Participation rate | 94.6% | 75.6%+18.9pp | 82.1%+12.5pp | 68.1%+26.5pp |
| Annual return | 13.96% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,404 | $3,444-30.2% | $4,554-47.2% | $2,551-5.7% |
| Participant deferral / active EE | $5,957 | $6,519-8.6% | $7,897-24.6% | $4,139+43.9% |
| Admin fee / account holder | $7,148 | $8,390-14.8% | $13,129-45.6% | $7,234-1.2% |