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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 | $91,445 | $77,416+18.1% | $69,464+31.6% | $152,897-40.2% |
| Participation rate | 86.4% | 78.1%+8.3pp | 74.6%+11.8pp | 82.5%+3.9pp |
| Annual return | 2.06% | 39.08%-37.0pp | 28.98%-26.9pp | 345.43%-343.4pp |
| Employer contribution / active EE | $5,680 | $3,315+71.4% | $2,779+104.4% | $4,764+19.2% |
| Participant deferral / active EE | $2,781 | $4,413-37.0% | $3,536-21.4% | $5,851-52.5% |
| Admin fee / account holder | $4,178 | $6,208-32.7% | $3,840+8.8% | $11,599-64.0% |