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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 | $78,520+29.7% | $96,576+5.5% | $82,448+23.6% |
| Participation rate | 71.4% | 77.7%-6.3pp | 81.4%-10.0pp | 68.1%+3.4pp |
| Annual return | 11.89% | 41.30%-29.4pp | 38.47%-26.6pp | 41.64%-29.8pp |
| Employer contribution / active EE | $3,521 | $2,630+33.9% | $3,553-0.9% | $2,551+38.0% |
| Participant deferral / active EE | $6,273 | $6,754-7.1% | $7,956-21.2% | $4,139+51.6% |
| Admin fee / account holder | $1,202 | $13,455-91.1% | $11,381-89.4% | $7,234-83.4% |