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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 | $59,529 | $95,453-37.6% | $112,040-46.9% | $82,448-27.8% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.5%+4.6pp | 68.1%+13.0pp |
| Annual return | 12.23% | 23.92%-11.7pp | 24.52%-12.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,228 | $2,318-3.9% | $2,954-24.6% | $2,551-12.7% |
| Participant deferral / active EE | $5,108 | $4,224+20.9% | $5,098+0.2% | $4,139+23.4% |
| Admin fee / account holder | $11,665 | $9,013+29.4% | $12,098-3.6% | $7,234+61.2% |