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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 | $105,307 | $106,749-1.4% | $145,433-27.6% | $82,448+27.7% |
| Participation rate | 92.7% | 75.6%+17.0pp | 82.1%+10.6pp | 68.1%+24.6pp |
| Annual return | 11.85% | 27.59%-15.7pp | 66.58%-54.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,097 | $3,444-39.1% | $4,554-53.9% | $2,551-17.8% |
| Participant deferral / active EE | $4,409 | $6,519-32.4% | $7,897-44.2% | $4,139+6.5% |
| Admin fee / account holder | $3,826 | $8,390-54.4% | $13,129-70.9% | $7,234-47.1% |