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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 | $75,150 | $78,423-4.2% | $95,964-21.7% | $79,856-5.9% |
| Participation rate | 95.8% | 73.5%+22.3pp | 77.1%+18.7pp | 69.6%+26.2pp |
| Annual return | 7.83% | 19.37%-11.5pp | 91.64%-83.8pp | 31.71%-23.9pp |
| Employer contribution / active EE | $1,340 | $1,945-31.1% | $2,541-47.3% | $2,471-45.8% |
| Participant deferral / active EE | $4,456 | $3,440+29.5% | $4,167+6.9% | $3,741+19.1% |
| Admin fee / account holder | $4,426 | $5,622-21.3% | $6,797-34.9% | $5,306-16.6% |