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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 | $72,003 | $79,894-9.9% | $135,792-47.0% | $82,637-12.9% |
| Participation rate | 92.0% | 63.0%+29.0pp | 72.6%+19.4pp | 68.1%+23.9pp |
| Annual return | 11.88% | 17.20%-5.3pp | 25.96%-14.1pp | 53.51%-41.6pp |
| Employer contribution / active EE | $4,484 | $2,165+107.1% | $3,496+28.3% | $2,552+75.7% |
| Participant deferral / active EE | $2,888 | $3,194-9.6% | $4,759-39.3% | $4,126-30.0% |
| Admin fee / account holder | $1,178 | $6,434-81.7% | $12,266-90.4% | $7,339-83.9% |