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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 | $92,886 | $93,598-0.8% | $135,974-31.7% | $75,173+23.6% |
| Participation rate | 78.7% | 75.2%+3.5pp | 81.9%-3.2pp | 67.2%+11.5pp |
| Annual return | 14.12% | 30.89%-16.8pp | 68.30%-54.2pp | 160.72%-146.6pp |
| Employer contribution / active EE | $1,583 | $3,538-55.3% | $4,859-67.4% | $2,671-40.7% |
| Participant deferral / active EE | $5,836 | $6,405-8.9% | $7,760-24.8% | $4,126+41.4% |
| Admin fee / account holder | $8,815 | $6,978+26.3% | $10,767-18.1% | $5,651+56.0% |