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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 | $95,060 | $85,515+11.2% | $112,040-15.2% | $67,986+39.8% |
| Participation rate | 70.5% | 68.2%+2.3pp | 76.5%-6.0pp | 57.2%+13.3pp |
| Annual return | 12.45% | 29.68%-17.2pp | 24.52%-12.1pp | 31.67%-19.2pp |
| Employer contribution / active EE | $1,569 | $2,191-28.4% | $2,954-46.9% | $2,019-22.3% |
| Participant deferral / active EE | $2,776 | $4,014-30.9% | $5,098-45.6% | $3,358-17.3% |
| Admin fee / account holder | $3,458 | $3,774-8.4% | $12,098-71.4% | $3,203+7.9% |