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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 | $88,205 | $72,492+21.7% | $87,102+1.3% | $72,983+20.9% |
| Participation rate | 93.8% | 72.8%+20.9pp | 76.9%+16.9pp | 69.5%+24.3pp |
| Annual return | 13.44% | 24.46%-11.0pp | 28.19%-14.8pp | 81.01%-67.6pp |
| Employer contribution / active EE | $2,500 | $1,894+32.0% | $2,521-0.8% | $2,440+2.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,401 | $5,055-12.9% | $7,491-41.2% | $5,124-14.1% |