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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 | $106,300 | $67,602+57.2% | $82,312+29.1% | $70,126+51.6% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.9%+20.1pp | 69.5%+27.4pp |
| Annual return | 9.51% | 21.57%-12.1pp | 25.88%-16.4pp | 73.15%-63.6pp |
| Employer contribution / active EE | $1,515 | $1,755-13.7% | $2,428-37.6% | $2,343-35.3% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,540 | $4,512+0.6% | $5,608-19.0% | $4,645-2.3% |