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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 | $75,730 | $58,627+29.2% | $76,735-1.3% | $82,448-8.1% |
| Participation rate | 90.5% | 63.2%+27.3pp | 69.5%+21.0pp | 68.1%+22.4pp |
| Annual return | 10.64% | 39.10%-28.5pp | 29.77%-19.1pp | 41.64%-31.0pp |
| Employer contribution / active EE | $2,160 | $1,729+24.9% | $2,454-12.0% | $2,551-15.3% |
| Participant deferral / active EE | $5,693 | $3,134+81.7% | $4,088+39.3% | $4,139+37.5% |
| Admin fee / account holder | $4,981 | $5,323-6.4% | $7,189-30.7% | $7,234-31.2% |