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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 | $213,785-75.0% | $185,441-71.2% | $155,188-65.5% |
| Participation rate | 85.7% | 83.2%+2.5pp | 80.3%+5.5pp | 80.8%+4.9pp |
| Annual return | 6.54% | 19.97%-13.4pp | 20.16%-13.6pp | 148.84%-142.3pp |
| Employer contribution / active EE | $2,575 | $5,393-52.3% | $4,672-44.9% | $4,248-39.4% |
| Participant deferral / active EE | $3,911 | $6,864-43.0% | $6,152-36.4% | $6,531-40.1% |
| Admin fee / account holder | $21,589 | $21,134+2.1% | $17,890+20.7% | $14,480+49.1% |