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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 | $101,252 | $81,331+24.5% | $155,534-34.9% | $80,935+25.1% |
| Participation rate | 77.8% | 66.3%+11.5pp | 78.2%-0.4pp | 67.7%+10.1pp |
| Annual return | 10.30% | 33.37%-23.1pp | 64.92%-54.6pp | 35.66%-25.4pp |
| Employer contribution / active EE | $2,058 | $3,105-33.7% | $4,675-56.0% | $2,757-25.3% |
| Participant deferral / active EE | $5,161 | $3,454+49.4% | $5,630-8.3% | $4,299+20.0% |
| Admin fee / account holder | $13,853 | $7,999+73.2% | $15,900-12.9% | $6,924+100.1% |