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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 | $94,949 | $97,550-2.7% | $120,344-21.1% | $87,485+8.5% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.7%+16.8pp | 68.9%+24.6pp |
| Annual return | 10.50% | 18.41%-7.9pp | 20.30%-9.8pp | 26.06%-15.6pp |
| Employer contribution / active EE | $3,645 | $2,291+59.1% | $3,020+20.7% | $2,596+40.4% |
| Participant deferral / active EE | $7,713 | $4,230+82.4% | $5,135+50.2% | $4,274+80.5% |
| Admin fee / account holder | $9,552 | $9,543+0.1% | $12,742-25.0% | $7,775+22.9% |