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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 | $53,471 | $199,109-73.1% | $173,730-69.2% | $154,746-65.4% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 6.54% | 20.02%-13.5pp | 19.96%-13.4pp | 172.34%-165.8pp |
| Employer contribution / active EE | $2,575 | $5,311-51.5% | $4,577-43.8% | $4,379-41.2% |
| Participant deferral / active EE | $3,911 | $7,113-45.0% | $6,326-38.2% | $6,730-41.9% |
| Admin fee / account holder | $21,589 | $20,916+3.2% | $17,523+23.2% | $14,365+50.3% |