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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 | $121,671-6.9% | $211,142-46.4% | $64,340+76.0% |
| Participation rate | 86.0% | 76.5%+9.5pp | 87.3%-1.3pp | 55.2%+30.8pp |
| Annual return | 10.12% | 21.43%-11.3pp | 46.84%-36.7pp | 24.14%-14.0pp |
| Employer contribution / active EE | $4,697 | $4,066+15.5% | $6,442-27.1% | $1,862+152.3% |
| Participant deferral / active EE | $6,742 | $6,049+11.5% | $9,284-27.4% | $2,980+126.2% |
| Admin fee / account holder | $1,491 | $4,774-68.8% | $19,076-92.2% | $3,703-59.7% |