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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 | $104,848 | $77,416+35.4% | $69,464+50.9% | $152,897-31.4% |
| Participation rate | 78.6% | 78.1%+0.5pp | 74.6%+4.0pp | 82.5%-3.9pp |
| Annual return | 2.18% | 39.08%-36.9pp | 28.98%-26.8pp | 345.43%-343.2pp |
| Employer contribution / active EE | $10,654 | $3,315+221.4% | $2,779+283.3% | $4,764+123.7% |
| Participant deferral / active EE | $9,937 | $4,413+125.2% | $3,536+181.0% | $5,851+69.8% |
| Admin fee / account holder | $5,814 | $6,208-6.3% | $3,840+51.4% | $11,599-49.9% |