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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 | $130,302 | $108,825+19.7% | $156,181-16.6% | $82,448+58.0% |
| Participation rate | 82.6% | 72.4%+10.2pp | 78.8%+3.8pp | 68.1%+14.5pp |
| Annual return | 12.29% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $909 | $2,870-68.3% | $4,294-78.8% | $2,551-64.4% |
| Participant deferral / active EE | $2,765 | $4,577-39.6% | $6,132-54.9% | $4,139-33.2% |
| Admin fee / account holder | $8,869 | $9,341-5.0% | $14,586-39.2% | $7,234+22.6% |