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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 | $91,652 | $77,962+17.6% | $178,540-48.7% | $80,935+13.2% |
| Participation rate | 84.0% | 65.7%+18.3pp | 77.1%+6.9pp | 67.7%+16.3pp |
| Annual return | 7.43% | 18.10%-10.7pp | 27.15%-19.7pp | 35.66%-28.2pp |
| Employer contribution / active EE | $3,251 | $2,280+42.6% | $3,953-17.8% | $2,757+17.9% |
| Participant deferral / active EE | $3,058 | $4,404-30.6% | $6,281-51.3% | $4,299-28.9% |
| Admin fee / account holder | $1,895 | $7,156-73.5% | $10,424-81.8% | $6,924-72.6% |