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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 | $70,724 | $69,590+1.6% | $136,867-48.3% | $94,015-24.8% |
| Participation rate | 89.4% | 66.3%+23.0pp | 74.5%+14.8pp | 70.8%+18.5pp |
| Annual return | 5.84% | 19.62%-13.8pp | 42.97%-37.1pp | 17.84%-12.0pp |
| Employer contribution / active EE | $3,050 | $2,396+27.3% | $3,547-14.0% | $2,790+9.3% |
| Participant deferral / active EE | $8,129 | $3,437+136.5% | $4,924+65.1% | $4,249+91.3% |
| Admin fee / account holder | $9,922 | $8,912+11.3% | $10,340-4.0% | $8,951+10.8% |