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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 | $95,453-0.5% | $112,040-15.3% | $82,448+15.2% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.5%+17.1pp | 68.1%+25.5pp |
| Annual return | 10.50% | 23.92%-13.4pp | 24.52%-14.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $3,645 | $2,318+57.3% | $2,954+23.4% | $2,551+42.9% |
| Participant deferral / active EE | $7,713 | $4,224+82.6% | $5,098+51.3% | $4,139+86.3% |
| Admin fee / account holder | $9,552 | $9,013+6.0% | $12,098-21.0% | $7,234+32.0% |