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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 | $77,050 | $101,763-24.3% | $164,866-53.3% | $80,874-4.7% |
| Participation rate | 78.4% | 71.8%+6.6pp | 78.6%-0.2pp | 67.6%+10.8pp |
| Annual return | 9.08% | 16.73%-7.6pp | 69.97%-60.9pp | 35.62%-26.5pp |
| Employer contribution / active EE | $2,448 | $2,954-17.1% | $4,343-43.6% | $2,756-11.1% |
| Participant deferral / active EE | $2,944 | $4,477-34.2% | $6,033-51.2% | $4,297-31.5% |
| Admin fee / account holder | $2,255 | $8,228-72.6% | $12,689-82.2% | $6,935-67.5% |