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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 | $89,163 | $106,524-16.3% | $152,301-41.5% | $87,485+1.9% |
| Participation rate | 94.2% | 75.8%+18.5pp | 82.4%+11.8pp | 68.9%+25.3pp |
| Annual return | 7.28% | 26.89%-19.6pp | 80.50%-73.2pp | 26.06%-18.8pp |
| Employer contribution / active EE | $1,858 | $3,371-44.9% | $4,624-59.8% | $2,596-28.4% |
| Participant deferral / active EE | $11,893 | $6,525+82.3% | $8,004+48.6% | $4,274+178.3% |
| Admin fee / account holder | $11,294 | $8,287+36.3% | $14,398-21.6% | $7,775+45.3% |