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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 | $87,452 | $86,922+0.6% | $102,438-14.6% | $80,874+8.1% |
| Participation rate | 97.3% | 72.4%+24.9pp | 76.5%+20.8pp | 67.6%+29.7pp |
| Annual return | 7.89% | 18.90%-11.0pp | 29.37%-21.5pp | 35.62%-27.7pp |
| Employer contribution / active EE | $2,275 | $2,369-4.0% | $3,024-24.8% | $2,756-17.5% |
| Participant deferral / active EE | $5,076 | $4,119+23.3% | $5,054+0.5% | $4,297+18.1% |
| Admin fee / account holder | $1,730 | $8,050-78.5% | $9,448-81.7% | $6,935-75.1% |