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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 | $133,697 | $108,825+22.9% | $156,181-14.4% | $82,448+62.2% |
| Participation rate | 72.1% | 72.4%-0.2pp | 78.8%-6.7pp | 68.1%+4.1pp |
| Annual return | 10.73% | 20.59%-9.9pp | 64.87%-54.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $2,697 | $2,870-6.0% | $4,294-37.2% | $2,551+5.7% |
| Participant deferral / active EE | $5,106 | $4,577+11.5% | $6,132-16.7% | $4,139+23.3% |
| Admin fee / account holder | $2,173 | $9,341-76.7% | $14,586-85.1% | $7,234-70.0% |