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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 | $106,081 | $143,969-26.3% | $199,883-46.9% | $82,637+28.4% |
| Participation rate | 97.6% | 84.1%+13.4pp | 86.8%+10.8pp | 68.1%+29.5pp |
| Annual return | 9.17% | 25.67%-16.5pp | 43.81%-34.6pp | 53.51%-44.3pp |
| Employer contribution / active EE | $3,576 | $4,632-22.8% | $6,261-42.9% | $2,552+40.1% |
| Participant deferral / active EE | $5,564 | $6,937-19.8% | $9,138-39.1% | $4,126+34.9% |
| Admin fee / account holder | $10,428 | $14,597-28.6% | $17,268-39.6% | $7,339+42.1% |