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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 | $81,725 | $76,551+6.8% | $123,894-34.0% | $62,881+30.0% |
| Participation rate | 88.9% | 73.0%+15.9pp | 81.4%+7.5pp | 69.3%+19.6pp |
| Annual return | 5.79% | 18.68%-12.9pp | 47.52%-41.7pp | 20.14%-14.4pp |
| Employer contribution / active EE | $8,783 | $2,882+204.7% | $4,617+90.2% | $2,281+285.1% |
| Participant deferral / active EE | $7,456 | $4,840+54.1% | $5,984+24.6% | $3,203+132.8% |
| Admin fee / account holder | $2,326 | $4,826-51.8% | $8,357-72.2% | $4,296-45.8% |