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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 | $114,712+16.5% | $173,730-23.0% | $87,485+52.8% |
| Participation rate | 72.1% | 73.0%-0.9pp | 79.6%-7.4pp | 68.9%+3.2pp |
| Annual return | 10.73% | 20.18%-9.5pp | 19.96%-9.2pp | 26.06%-15.3pp |
| Employer contribution / active EE | $2,697 | $2,904-7.1% | $4,577-41.1% | $2,596+3.9% |
| Participant deferral / active EE | $5,106 | $4,642+10.0% | $6,326-19.3% | $4,274+19.5% |
| Admin fee / account holder | $2,173 | $10,210-78.7% | $17,523-87.6% | $7,775-72.1% |