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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 | $117,153 | $117,846-0.6% | $102,434+14.4% | $145,884-19.7% |
| Participation rate | 79.2% | 78.6%+0.5pp | 76.5%+2.7pp | 80.3%-1.1pp |
| Annual return | 8.24% | 31.90%-23.7pp | 29.46%-21.2pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,873 | $3,615-48.2% | $3,023-38.1% | $4,662-59.8% |
| Participant deferral / active EE | $3,036 | $5,733-47.0% | $5,055-39.9% | $6,690-54.6% |
| Admin fee / account holder | $1,881 | $13,356-85.9% | $9,462-80.1% | $13,392-86.0% |