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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 | $101,029 | $106,749-5.4% | $145,433-30.5% | $82,448+22.5% |
| Participation rate | 96.7% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.6pp |
| Annual return | 12.85% | 27.59%-14.7pp | 66.58%-53.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $4,884 | $3,444+41.8% | $4,554+7.2% | $2,551+91.5% |
| Participant deferral / active EE | $6,092 | $6,519-6.5% | $7,897-22.9% | $4,139+47.2% |
| Admin fee / account holder | $8,728 | $8,390+4.0% | $13,129-33.5% | $7,234+20.6% |