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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 | $84,259 | $81,487+3.4% | $102,412-17.7% | $80,935+4.1% |
| Participation rate | 80.6% | 66.8%+13.7pp | 74.5%+6.1pp | 67.7%+12.9pp |
| Annual return | 10.38% | 25.60%-15.2pp | 24.94%-14.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $2,013 | $3,103-35.1% | $3,870-48.0% | $2,757-27.0% |
| Participant deferral / active EE | $3,046 | $3,871-21.3% | $5,060-39.8% | $4,299-29.1% |
| Admin fee / account holder | $10,433 | $6,717+55.3% | $8,388+24.4% | $6,924+50.7% |