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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 | $126,022 | $106,749+18.1% | $145,433-13.3% | $82,448+52.9% |
| Participation rate | 75.7% | 75.6%0pp | 82.1%-6.4pp | 68.1%+7.6pp |
| Annual return | 11.74% | 27.59%-15.9pp | 66.58%-54.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,968 | $3,444-42.9% | $4,554-56.8% | $2,551-22.8% |
| Participant deferral / active EE | $11,332 | $6,519+73.8% | $7,897+43.5% | $4,139+173.8% |
| Admin fee / account holder | $17,180 | $8,390+104.8% | $13,129+30.9% | $7,234+137.5% |