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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 | $106,641 | $107,809-1.1% | $97,032+9.9% | $155,188-31.3% |
| Participation rate | 83.3% | 75.5%+7.9pp | 71.6%+11.8pp | 80.8%+2.5pp |
| Annual return | 5.92% | 38.06%-32.1pp | 35.38%-29.5pp | 148.84%-142.9pp |
| Employer contribution / active EE | $7,308 | $2,911+151.0% | $2,629+178.0% | $4,248+72.0% |
| Participant deferral / active EE | $5,083 | $5,129-0.9% | $4,672+8.8% | $6,531-22.2% |
| Admin fee / account holder | $6,041 | $10,717-43.6% | $9,418-35.9% | $14,480-58.3% |