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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 | $78,197+30.3% | $98,090+3.9% | $82,637+23.3% |
| Participation rate | 71.4% | 77.5%-6.0pp | 81.5%-10.1pp | 68.1%+3.4pp |
| Annual return | 11.89% | 40.25%-28.4pp | 37.05%-25.2pp | 53.51%-41.6pp |
| Employer contribution / active EE | $3,521 | $2,605+35.2% | $3,606-2.4% | $2,552+38.0% |
| Participant deferral / active EE | $6,273 | $6,636-5.5% | $7,845-20.0% | $4,126+52.0% |
| Admin fee / account holder | $1,202 | $14,832-91.9% | $11,815-89.8% | $7,339-83.6% |