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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 | $153,465 | $106,749+43.8% | $145,433+5.5% | $82,448+86.1% |
| Participation rate | 92.6% | 75.6%+16.9pp | 82.1%+10.5pp | 68.1%+24.5pp |
| Annual return | 12.04% | 27.59%-15.5pp | 66.58%-54.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $3,863 | $3,444+12.2% | $4,554-15.2% | $2,551+51.4% |
| Participant deferral / active EE | $4,101 | $6,519-37.1% | $7,897-48.1% | $4,139-0.9% |
| Admin fee / account holder | $3,971 | $8,390-52.7% | $13,129-69.8% | $7,234-45.1% |