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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 | $96,738 | $93,598+3.4% | $135,974-28.9% | $75,173+28.7% |
| Participation rate | 70.5% | 75.2%-4.7pp | 81.9%-11.4pp | 67.2%+3.3pp |
| Annual return | 12.72% | 30.89%-18.2pp | 68.30%-55.6pp | 160.72%-148.0pp |
| Employer contribution / active EE | $2,407 | $3,538-32.0% | $4,859-50.5% | $2,671-9.9% |
| Participant deferral / active EE | $8,462 | $6,405+32.1% | $7,760+9.0% | $4,126+105.1% |
| Admin fee / account holder | $21,796 | $6,978+212.4% | $10,767+102.4% | $5,651+285.7% |