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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 | $74,067 | $93,617-20.9% | $135,982-45.5% | $75,177-1.5% |
| Participation rate | 95.3% | 75.2%+20.1pp | 81.9%+13.4pp | 67.2%+28.1pp |
| Annual return | 14.76% | 30.89%-16.1pp | 68.32%-53.6pp | 160.75%-146.0pp |
| Employer contribution / active EE | $2,169 | $3,538-38.7% | $4,859-55.4% | $2,671-18.8% |
| Participant deferral / active EE | $5,181 | $6,406-19.1% | $7,760-33.2% | $4,126+25.5% |
| Admin fee / account holder | $2,910 | $6,980-58.3% | $10,767-73.0% | $5,651-48.5% |