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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 | $89,691 | $54,763+63.8% | $90,324-0.7% | $72,976+22.9% |
| Participation rate | 77.0% | 65.2%+11.9pp | 73.3%+3.7pp | 69.5%+7.5pp |
| Annual return | 5.80% | 30.63%-24.8pp | 78.15%-72.3pp | 81.02%-75.2pp |
| Employer contribution / active EE | $2,589 | $2,093+23.7% | $2,856-9.4% | $2,440+6.1% |
| Participant deferral / active EE | $2,979 | $2,887+3.2% | $3,885-23.3% | $3,608-17.4% |
| Admin fee / account holder | $13,495 | $3,973+239.6% | $5,356+152.0% | $5,124+163.4% |