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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 | $91,181 | $106,749-14.6% | $145,433-37.3% | $82,448+10.6% |
| Participation rate | 93.3% | 75.6%+17.6pp | 82.1%+11.1pp | 68.1%+25.2pp |
| Annual return | 13.75% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,613 | $3,444-53.2% | $4,554-64.6% | $2,551-36.8% |
| Participant deferral / active EE | $4,626 | $6,519-29.0% | $7,897-41.4% | $4,139+11.8% |
| Admin fee / account holder | $3,960 | $8,390-52.8% | $13,129-69.8% | $7,234-45.3% |