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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 | $117,204 | $86,938+34.8% | $102,423+14.4% | $80,925+44.8% |
| Participation rate | 96.4% | 72.4%+24.0pp | 76.5%+19.9pp | 67.7%+28.8pp |
| Annual return | 8.55% | 18.89%-10.3pp | 29.42%-20.9pp | 35.65%-27.1pp |
| Employer contribution / active EE | $2,921 | $2,369+23.3% | $3,023-3.4% | $2,756+6.0% |
| Participant deferral / active EE | $8,601 | $4,120+108.7% | $5,054+70.2% | $4,299+100.1% |
| Admin fee / account holder | $9,174 | $8,053+13.9% | $9,455-3.0% | $6,940+32.2% |