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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 | $95,404-15.7% | $113,397-29.1% | $82,637-2.7% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 9.05% | 19.08%-10.0pp | 23.20%-14.2pp | 53.51%-44.5pp |
| Employer contribution / active EE | $1,380 | $2,307-40.2% | $2,977-53.6% | $2,552-45.9% |
| Participant deferral / active EE | $3,495 | $4,220-17.2% | $5,076-31.2% | $4,126-15.3% |
| Admin fee / account holder | $11,388 | $9,168+24.2% | $11,957-4.8% | $7,339+55.2% |