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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 | $50,882 | $161,352-68.5% | $134,172-62.1% | $137,256-62.9% |
| Participation rate | 91.3% | 78.3%+13.0pp | 72.5%+18.8pp | 80.0%+11.3pp |
| Annual return | 8.98% | 28.72%-19.7pp | 25.30%-16.3pp | 220.34%-211.4pp |
| Employer contribution / active EE | $3,046 | $4,099-25.7% | $3,420-10.9% | $4,156-26.7% |
| Participant deferral / active EE | $2,903 | $5,552-47.7% | $4,690-38.1% | $6,407-54.7% |
| Admin fee / account holder | $10,058 | $15,028-33.1% | $12,016-16.3% | $12,270-18.0% |