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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 | $65,138 | $87,132-25.2% | $105,624-38.3% | $80,959-19.5% |
| Participation rate | 95.7% | 70.4%+25.3pp | 75.3%+20.4pp | 67.7%+28.0pp |
| Annual return | 9.28% | 17.03%-7.8pp | 116.20%-106.9pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,940 | $2,397-19.0% | $3,168-38.7% | $2,757-29.6% |
| Participant deferral / active EE | $2,965 | $3,985-25.6% | $5,013-40.8% | $4,300-31.1% |
| Admin fee / account holder | $8,373 | $8,449-0.9% | $10,961-23.6% | $6,925+20.9% |