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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 | $101,877 | $71,353+42.8% | $92,805+9.8% | $86,983+17.1% |
| Participation rate | 71.4% | 80.9%-9.4pp | 83.5%-12.1pp | 69.5%+1.9pp |
| Annual return | 11.89% | 44.68%-32.8pp | 31.59%-19.7pp | 25.83%-13.9pp |
| Employer contribution / active EE | $3,521 | $2,468+42.7% | $3,424+2.8% | $2,584+36.2% |
| Participant deferral / active EE | $6,273 | $6,966-9.9% | $8,448-25.7% | $4,194+49.6% |
| Admin fee / account holder | $1,202 | $6,099-80.3% | $10,911-89.0% | $7,856-84.7% |