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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 | $110,137-16.9% | $161,149-43.2% | $82,637+10.8% |
| Participation rate | 82.8% | 72.4%+10.4pp | 78.8%+3.9pp | 68.1%+14.7pp |
| Annual return | 10.99% | 20.69%-9.7pp | 21.16%-10.2pp | 53.51%-42.5pp |
| Employer contribution / active EE | $3,701 | $2,856+29.6% | $4,360-15.1% | $2,552+45.0% |
| Participant deferral / active EE | $6,005 | $4,575+31.3% | $6,153-2.4% | $4,126+45.5% |
| Admin fee / account holder | $6,663 | $9,467-29.6% | $15,194-56.1% | $7,339-9.2% |