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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 | $87,953 | $72,492+21.3% | $87,104+1.0% | $72,975+20.5% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 13.69% | 24.46%-10.8pp | 28.19%-14.5pp | 81.01%-67.3pp |
| Employer contribution / active EE | $1,786 | $1,894-5.7% | $2,521-29.2% | $2,440-26.8% |
| Participant deferral / active EE | $3,882 | $3,270+18.7% | $4,048-4.1% | $3,608+7.6% |
| Admin fee / account holder | $10,268 | $5,055+103.1% | $7,491+37.1% | $5,124+100.4% |