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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 | $97,550+11.8% | $120,344-9.4% | $87,485+24.7% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.7%+8.5pp | 68.9%+16.3pp |
| Annual return | 9.74% | 18.41%-8.7pp | 20.30%-10.6pp | 26.06%-16.3pp |
| Employer contribution / active EE | $3,578 | $2,291+56.2% | $3,020+18.5% | $2,596+37.8% |
| Participant deferral / active EE | $7,249 | $4,230+71.4% | $5,135+41.2% | $4,274+69.6% |
| Admin fee / account holder | $790 | $9,543-91.7% | $12,742-93.8% | $7,775-89.8% |