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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 | $71,012 | $99,875-28.9% | $146,866-51.6% | $86,983-18.4% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.5%-1.0pp | 69.5%+11.9pp |
| Annual return | 13.75% | 28.10%-14.4pp | 102.85%-89.1pp | 25.83%-12.1pp |
| Employer contribution / active EE | $2,381 | $3,224-26.1% | $4,425-46.2% | $2,584-7.9% |
| Participant deferral / active EE | $4,555 | $6,322-28.0% | $7,759-41.3% | $4,194+8.6% |
| Admin fee / account holder | $4,544 | $7,838-42.0% | $13,620-66.6% | $7,856-42.2% |