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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 | $75,501 | $106,524-29.1% | $152,301-50.4% | $87,485-13.7% |
| Participation rate | 97.9% | 75.8%+22.2pp | 82.4%+15.5pp | 68.9%+29.0pp |
| Annual return | 13.23% | 26.89%-13.7pp | 80.50%-67.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $3,122 | $3,371-7.4% | $4,624-32.5% | $2,596+20.3% |
| Participant deferral / active EE | $5,585 | $6,525-14.4% | $8,004-30.2% | $4,274+30.7% |
| Admin fee / account holder | $3,135 | $8,287-62.2% | $14,398-78.2% | $7,775-59.7% |