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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 | $73,532 | $81,331-9.6% | $155,534-52.7% | $80,935-9.1% |
| Participation rate | 73.5% | 66.3%+7.3pp | 78.2%-4.7pp | 67.7%+5.9pp |
| Annual return | 9.56% | 33.37%-23.8pp | 64.92%-55.4pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,849 | $3,105-40.5% | $4,675-60.5% | $2,757-32.9% |
| Participant deferral / active EE | $2,826 | $3,454-18.2% | $5,630-49.8% | $4,299-34.3% |
| Admin fee / account holder | $22,564 | $7,999+182.1% | $15,900+41.9% | $6,924+225.9% |