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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 | $113,476 | $54,763+107.2% | $90,324+25.6% | $72,976+55.5% |
| Participation rate | 85.2% | 65.2%+20.0pp | 73.3%+11.9pp | 69.5%+15.7pp |
| Annual return | 14.97% | 30.63%-15.7pp | 78.15%-63.2pp | 81.02%-66.0pp |
| Employer contribution / active EE | $2,862 | $2,093+36.7% | $2,856+0.2% | $2,440+17.3% |
| Participant deferral / active EE | $1,372 | $2,887-52.5% | $3,885-64.7% | $3,608-62.0% |
| Admin fee / account holder | $6,361 | $3,973+60.1% | $5,356+18.8% | $5,124+24.1% |