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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 | $90,191 | $57,590+56.6% | $86,233+4.6% | $82,448+9.4% |
| Participation rate | 82.8% | 57.9%+24.9pp | 69.0%+13.7pp | 68.1%+14.7pp |
| Annual return | 13.56% | 22.41%-8.9pp | 61.39%-47.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $3,562 | $1,655+115.2% | $2,504+42.2% | $2,551+39.6% |
| Participant deferral / active EE | $3,561 | $3,080+15.6% | $4,559-21.9% | $4,139-14.0% |
| Admin fee / account holder | $8,544 | $4,730+80.6% | $8,342+2.4% | $7,234+18.1% |