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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 | $62,375 | $67,602-7.7% | $82,312-24.2% | $70,126-11.1% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.9%+14.3pp | 69.5%+21.7pp |
| Annual return | 11.87% | 21.57%-9.7pp | 25.88%-14.0pp | 73.15%-61.3pp |
| Employer contribution / active EE | $2,253 | $1,755+28.4% | $2,428-7.2% | $2,343-3.8% |
| Participant deferral / active EE | $3,003 | $2,987+0.5% | $3,706-19.0% | $3,332-9.9% |
| Admin fee / account holder | $3,885 | $4,512-13.9% | $5,608-30.7% | $4,645-16.4% |