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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 | $86,999 | $70,475+23.4% | $100,530-13.5% | $79,858+8.9% |
| Participation rate | 92.0% | 73.7%+18.3pp | 79.4%+12.6pp | 69.6%+22.4pp |
| Annual return | 5.87% | 21.90%-16.0pp | 30.89%-25.0pp | 31.72%-25.8pp |
| Employer contribution / active EE | $1,879 | $2,165-13.2% | $3,418-45.0% | $2,471-24.0% |
| Participant deferral / active EE | $2,761 | $5,181-46.7% | $6,271-56.0% | $3,740-26.2% |
| Admin fee / account holder | $1,802 | $4,478-59.8% | $8,083-77.7% | $5,306-66.0% |