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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 | $164,792 | $86,940+89.5% | $102,434+60.9% | $80,935+103.6% |
| Participation rate | 80.8% | 72.4%+8.4pp | 76.5%+4.3pp | 67.7%+13.1pp |
| Annual return | 7.37% | 18.89%-11.5pp | 29.46%-22.1pp | 35.66%-28.3pp |
| Employer contribution / active EE | $2,582 | $2,370+9.0% | $3,023-14.6% | $2,757-6.3% |
| Participant deferral / active EE | $5,744 | $4,121+39.4% | $5,055+13.6% | $4,299+33.6% |
| Admin fee / account holder | $6,508 | $8,047-19.1% | $9,462-31.2% | $6,924-6.0% |