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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 | $72,335 | $46,534+55.4% | $64,097+12.9% | $75,177-3.8% |
| Participation rate | 93.3% | 65.9%+27.4pp | 72.3%+21.0pp | 67.2%+26.1pp |
| Annual return | 10.67% | 26.07%-15.4pp | 33.75%-23.1pp | 160.75%-150.1pp |
| Employer contribution / active EE | $2,065 | $1,976+4.5% | $2,750-24.9% | $2,671-22.7% |
| Participant deferral / active EE | $4,590 | $2,835+61.9% | $3,881+18.3% | $4,126+11.2% |
| Admin fee / account holder | $5,426 | $2,957+83.5% | $3,070+76.8% | $5,651-4.0% |