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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 | $91,524 | $115,931-21.1% | $185,441-50.6% | $86,983+5.2% |
| Participation rate | 82.8% | 73.6%+9.1pp | 80.3%+2.5pp | 69.5%+13.2pp |
| Annual return | 10.99% | 21.47%-10.5pp | 20.16%-9.2pp | 25.83%-14.8pp |
| Employer contribution / active EE | $3,701 | $2,937+26.0% | $4,672-20.8% | $2,584+43.2% |
| Participant deferral / active EE | $6,005 | $4,551+32.0% | $6,152-2.4% | $4,194+43.2% |
| Admin fee / account holder | $6,663 | $10,687-37.6% | $17,890-62.8% | $7,856-15.2% |