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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 | $98,701 | $93,598+5.5% | $135,974-27.4% | $75,173+31.3% |
| Participation rate | 92.1% | 75.2%+16.9pp | 81.9%+10.2pp | 67.2%+24.9pp |
| Annual return | 14.16% | 30.89%-16.7pp | 68.30%-54.1pp | 160.72%-146.6pp |
| Employer contribution / active EE | $2,575 | $3,538-27.2% | $4,859-47.0% | $2,671-3.6% |
| Participant deferral / active EE | $9,341 | $6,405+45.8% | $7,760+20.4% | $4,126+126.4% |
| Admin fee / account holder | $4,316 | $6,978-38.1% | $10,767-59.9% | $5,651-23.6% |