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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 | $110,137+21.4% | $161,149-17.0% | $82,637+61.8% |
| Participation rate | 72.1% | 72.4%-0.2pp | 78.8%-6.7pp | 68.1%+4.1pp |
| Annual return | 10.73% | 20.69%-10.0pp | 21.16%-10.4pp | 53.51%-42.8pp |
| Employer contribution / active EE | $2,697 | $2,856-5.6% | $4,360-38.1% | $2,552+5.7% |
| Participant deferral / active EE | $5,106 | $4,575+11.6% | $6,153-17.0% | $4,126+23.7% |
| Admin fee / account holder | $2,173 | $9,467-77.0% | $15,194-85.7% | $7,339-70.4% |