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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 | $118,157 | $89,370+32.2% | $141,197-16.3% | $72,976+61.9% |
| Participation rate | 96.1% | 75.1%+20.9pp | 82.5%+13.6pp | 69.5%+26.6pp |
| Annual return | 5.22% | 111.88%-106.7pp | 71.41%-66.2pp | 81.02%-75.8pp |
| Employer contribution / active EE | $3,499 | $3,115+12.3% | $4,736-26.1% | $2,440+43.4% |
| Participant deferral / active EE | $7,266 | $5,419+34.1% | $6,710+8.3% | $3,608+101.4% |
| Admin fee / account holder | $7,085 | $5,957+18.9% | $10,265-31.0% | $5,124+38.3% |