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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 | $113,241 | $128,603-11.9% | $197,124-42.6% | $67,986+66.6% |
| Participation rate | 86.0% | 81.7%+4.3pp | 86.7%-0.7pp | 57.2%+28.8pp |
| Annual return | 10.12% | 23.77%-13.6pp | 44.34%-34.2pp | 31.67%-21.5pp |
| Employer contribution / active EE | $4,697 | $4,379+7.3% | $6,227-24.6% | $2,019+132.7% |
| Participant deferral / active EE | $6,742 | $6,840-1.4% | $9,135-26.2% | $3,358+100.8% |
| Admin fee / account holder | $1,491 | $3,035-50.9% | $16,298-90.9% | $3,203-53.5% |