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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 | $77,480 | $98,652-21.5% | $142,942-45.8% | $82,448-6.0% |
| Participation rate | 85.5% | 72.8%+12.8pp | 76.8%+8.7pp | 68.1%+17.4pp |
| Annual return | 9.90% | 22.65%-12.8pp | 113.70%-103.8pp | 41.64%-31.7pp |
| Employer contribution / active EE | $2,603 | $3,211-18.9% | $4,139-37.1% | $2,551+2.0% |
| Participant deferral / active EE | $4,154 | $5,580-25.6% | $7,128-41.7% | $4,139+0.4% |
| Admin fee / account holder | $16,437 | $8,078+103.5% | $12,475+31.8% | $7,234+127.2% |