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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 | $176,992 | $86,938+103.6% | $102,423+72.8% | $80,925+118.7% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.7%+8.2pp |
| Annual return | 7.81% | 18.89%-11.1pp | 29.42%-21.6pp | 35.65%-27.8pp |
| Employer contribution / active EE | $3,361 | $2,369+41.8% | $3,023+11.2% | $2,756+21.9% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,396 | $8,053-33.0% | $9,455-42.9% | $6,940-22.3% |