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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 | $96,208 | $77,962+23.4% | $178,540-46.1% | $80,935+18.9% |
| Participation rate | 71.0% | 65.7%+5.3pp | 77.1%-6.1pp | 67.7%+3.4pp |
| Annual return | 9.51% | 18.10%-8.6pp | 27.15%-17.6pp | 35.66%-26.2pp |
| Employer contribution / active EE | $2,872 | $2,280+25.9% | $3,953-27.3% | $2,757+4.2% |
| Participant deferral / active EE | $6,499 | $4,404+47.6% | $6,281+3.5% | $4,299+51.2% |
| Admin fee / account holder | $48,786 | $7,156+581.8% | $10,424+368.0% | $6,924+604.6% |