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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 | $173,586 | $100,194+73.2% | $122,979+41.2% | $86,983+99.6% |
| Participation rate | 95.5% | 73.0%+22.5pp | 77.2%+18.3pp | 69.5%+25.9pp |
| Annual return | 10.31% | 16.47%-6.2pp | 20.12%-9.8pp | 25.83%-15.5pp |
| Employer contribution / active EE | $2,461 | $2,326+5.8% | $3,062-19.6% | $2,584-4.8% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,028 | $10,148-30.7% | $12,864-45.4% | $7,856-10.5% |