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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 | $109,090 | $95,453+14.3% | $112,040-2.6% | $82,448+32.3% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.5%+8.7pp | 68.1%+17.1pp |
| Annual return | 9.74% | 23.92%-14.2pp | 24.52%-14.8pp | 41.64%-31.9pp |
| Employer contribution / active EE | $3,578 | $2,318+54.4% | $2,954+21.1% | $2,551+40.3% |
| Participant deferral / active EE | $7,249 | $4,224+71.6% | $5,098+42.2% | $4,139+75.1% |
| Admin fee / account holder | $790 | $9,013-91.2% | $12,098-93.5% | $7,234-89.1% |