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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 | $101,652 | $76,551+32.8% | $123,894-18.0% | $62,881+61.7% |
| Participation rate | 92.3% | 73.0%+19.3pp | 81.4%+10.9pp | 69.3%+23.0pp |
| Annual return | 5.67% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,650 | $2,882-42.8% | $4,617-64.3% | $2,281-27.7% |
| Participant deferral / active EE | $2,191 | $4,840-54.7% | $5,984-63.4% | $3,203-31.6% |
| Admin fee / account holder | $6,536 | $4,826+35.4% | $8,357-21.8% | $4,296+52.1% |