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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 | $93,962 | $93,598+0.4% | $135,974-30.9% | $75,173+25.0% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 12.16% | 30.89%-18.7pp | 68.30%-56.1pp | 160.72%-148.6pp |
| Employer contribution / active EE | $5,270 | $3,538+49.0% | $4,859+8.5% | $2,671+97.3% |
| Participant deferral / active EE | $3,102 | $6,405-51.6% | $7,760-60.0% | $4,126-24.8% |
| Admin fee / account holder | $2,374 | $6,978-66.0% | $10,767-77.9% | $5,651-58.0% |