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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 | $79,468 | $67,602+17.6% | $82,312-3.5% | $70,126+13.3% |
| Participation rate | 94.3% | 72.8%+21.5pp | 76.9%+17.4pp | 69.5%+24.7pp |
| Annual return | 8.94% | 21.57%-12.6pp | 25.88%-16.9pp | 73.15%-64.2pp |
| Employer contribution / active EE | $2,104 | $1,755+19.9% | $2,428-13.4% | $2,343-10.2% |
| Participant deferral / active EE | $2,615 | $2,987-12.4% | $3,706-29.4% | $3,332-21.5% |
| Admin fee / account holder | $3,314 | $4,512-26.5% | $5,608-40.9% | $4,645-28.7% |