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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 | $108,521 | $91,559+18.5% | $133,971-19.0% | $79,852+35.9% |
| Participation rate | 86.5% | 73.3%+13.1pp | 79.8%+6.6pp | 69.6%+16.8pp |
| Annual return | 6.87% | 61.85%-55.0pp | 45.09%-38.2pp | 31.72%-24.9pp |
| Employer contribution / active EE | $2,304 | $2,384-3.3% | $3,919-41.2% | $2,471-6.8% |
| Participant deferral / active EE | $4,259 | $3,734+14.1% | $5,047-15.6% | $3,740+13.9% |
| Admin fee / account holder | $7,392 | $6,321+16.9% | $8,929-17.2% | $5,306+39.3% |