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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 | $95,980 | $78,197+22.7% | $98,090-2.2% | $82,637+16.1% |
| Participation rate | 92.0% | 77.5%+14.5pp | 81.5%+10.5pp | 68.1%+23.9pp |
| Annual return | 13.13% | 40.25%-27.1pp | 37.05%-23.9pp | 53.51%-40.4pp |
| Employer contribution / active EE | $4,013 | $2,605+54.1% | $3,606+11.3% | $2,552+57.2% |
| Participant deferral / active EE | $5,379 | $6,636-18.9% | $7,845-31.4% | $4,126+30.4% |
| Admin fee / account holder | $13,303 | $14,832-10.3% | $11,815+12.6% | $7,339+81.3% |