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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 | $98,650 | $78,423+25.8% | $95,964+2.8% | $79,856+23.5% |
| Participation rate | 76.3% | 73.5%+2.8pp | 77.1%-0.8pp | 69.6%+6.7pp |
| Annual return | 2.82% | 19.37%-16.6pp | 91.64%-88.8pp | 31.71%-28.9pp |
| Employer contribution / active EE | $2,624 | $1,945+34.9% | $2,541+3.3% | $2,471+6.2% |
| Participant deferral / active EE | $3,858 | $3,440+12.2% | $4,167-7.4% | $3,741+3.1% |
| Admin fee / account holder | $5,145 | $5,622-8.5% | $6,797-24.3% | $5,306-3.0% |