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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 | $96,030 | $78,015+23.1% | $178,505-46.2% | $80,959+18.6% |
| Participation rate | 88.5% | 65.7%+22.8pp | 77.1%+11.3pp | 67.7%+20.8pp |
| Annual return | 8.88% | 18.10%-9.2pp | 27.16%-18.3pp | 35.67%-26.8pp |
| Employer contribution / active EE | $2,648 | $2,281+16.1% | $3,955-33.1% | $2,757-4.0% |
| Participant deferral / active EE | $12,203 | $4,406+177.0% | $6,280+94.3% | $4,300+183.8% |
| Admin fee / account holder | $10,037 | $7,160+40.2% | $10,428-3.7% | $6,925+44.9% |