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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 | $96,379 | $91,559+5.3% | $133,971-28.1% | $79,852+20.7% |
| Participation rate | 75.8% | 73.3%+2.4pp | 79.8%-4.1pp | 69.6%+6.1pp |
| Annual return | 7.37% | 61.85%-54.5pp | 45.09%-37.7pp | 31.72%-24.4pp |
| Employer contribution / active EE | $1,960 | $2,384-17.8% | $3,919-50.0% | $2,471-20.7% |
| Participant deferral / active EE | $3,667 | $3,734-1.8% | $5,047-27.4% | $3,740-2.0% |
| Admin fee / account holder | $11,839 | $6,321+87.3% | $8,929+32.6% | $5,306+123.1% |