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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 | $80,402 | $95,453-15.8% | $112,040-28.2% | $82,448-2.5% |
| Participation rate | 71.4% | 72.8%-1.3pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 9.05% | 23.92%-14.9pp | 24.52%-15.5pp | 41.64%-32.6pp |
| Employer contribution / active EE | $1,380 | $2,318-40.5% | $2,954-53.3% | $2,551-45.9% |
| Participant deferral / active EE | $3,495 | $4,224-17.3% | $5,098-31.4% | $4,139-15.6% |
| Admin fee / account holder | $11,388 | $9,013+26.3% | $12,098-5.9% | $7,234+57.4% |