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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 | $138,704 | $97,550+42.2% | $120,344+15.3% | $87,485+58.5% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.7%+15.3pp | 68.9%+23.1pp |
| Annual return | 9.54% | 18.41%-8.9pp | 20.30%-10.8pp | 26.06%-16.5pp |
| Employer contribution / active EE | $2,000 | $2,291-12.7% | $3,020-33.8% | $2,596-23.0% |
| Participant deferral / active EE | $2,136 | $4,230-49.5% | $5,135-58.4% | $4,274-50.0% |
| Admin fee / account holder | $23,098 | $9,543+142.1% | $12,742+81.3% | $7,775+197.1% |