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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 | $77,082 | $123,478-37.6% | $216,567-64.4% | $94,015-18.0% |
| Participation rate | 76.5% | 75.1%+1.4pp | 81.6%-5.2pp | 70.8%+5.6pp |
| Annual return | 3.52% | 23.61%-20.1pp | 12.94%-9.4pp | 17.84%-14.3pp |
| Employer contribution / active EE | $4,809 | $3,136+53.4% | $5,216-7.8% | $2,790+72.4% |
| Participant deferral / active EE | $2,701 | $4,556-40.7% | $6,191-56.4% | $4,249-36.4% |
| Admin fee / account holder | $35,427 | $12,753+177.8% | $21,981+61.2% | $8,951+295.8% |