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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 | $106,069 | $95,453+11.1% | $112,040-5.3% | $82,448+28.7% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.5%+16.8pp | 68.1%+25.3pp |
| Annual return | 10.50% | 23.92%-13.4pp | 24.52%-14.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $2,450 | $2,318+5.7% | $2,954-17.1% | $2,551-3.9% |
| Participant deferral / active EE | $4,791 | $4,224+13.4% | $5,098-6.0% | $4,139+15.7% |
| Admin fee / account holder | $789 | $9,013-91.2% | $12,098-93.5% | $7,234-89.1% |