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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 | $99,867 | $95,453+4.6% | $112,040-10.9% | $82,448+21.1% |
| Participation rate | 83.7% | 72.8%+11.0pp | 76.5%+7.2pp | 68.1%+15.7pp |
| Annual return | 11.65% | 23.92%-12.3pp | 24.52%-12.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,163 | $2,318-49.8% | $2,954-60.6% | $2,551-54.4% |
| Participant deferral / active EE | $3,043 | $4,224-28.0% | $5,098-40.3% | $4,139-26.5% |
| Admin fee / account holder | $8,636 | $9,013-4.2% | $12,098-28.6% | $7,234+19.4% |