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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 | $101,359 | $58,627+72.9% | $76,735+32.1% | $82,448+22.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 69.5%+5.5pp | 68.1%+6.9pp |
| Annual return | 9.63% | 39.10%-29.5pp | 29.77%-20.1pp | 41.64%-32.0pp |
| Employer contribution / active EE | $2,368 | $1,729+36.9% | $2,454-3.5% | $2,551-7.2% |
| Participant deferral / active EE | $5,297 | $3,134+69.0% | $4,088+29.6% | $4,139+28.0% |
| Admin fee / account holder | $6,939 | $5,323+30.4% | $7,189-3.5% | $7,234-4.1% |