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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 | $106,226 | $100,060+6.2% | $149,721-29.1% | $70,126+51.5% |
| Participation rate | 84.5% | 83.6%+0.9pp | 87.1%-2.6pp | 69.5%+14.9pp |
| Annual return | 11.99% | 27.46%-15.5pp | 1501.67%-1489.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $3,093 | $3,661-15.5% | $5,444-43.2% | $2,343+32.0% |
| Participant deferral / active EE | $5,111 | $4,982+2.6% | $6,568-22.2% | $3,332+53.4% |
| Admin fee / account holder | $502 | $8,285-93.9% | $11,282-95.5% | $4,645-89.2% |