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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 | $111,866 | $78,197+43.1% | $98,090+14.0% | $82,637+35.4% |
| Participation rate | 86.2% | 77.5%+8.7pp | 81.5%+4.7pp | 68.1%+18.2pp |
| Annual return | 13.34% | 40.25%-26.9pp | 37.05%-23.7pp | 53.51%-40.2pp |
| Employer contribution / active EE | $815 | $2,605-68.7% | $3,606-77.4% | $2,552-68.1% |
| Participant deferral / active EE | $7,222 | $6,636+8.8% | $7,845-7.9% | $4,126+75.0% |
| Admin fee / account holder | $17,556 | $14,832+18.4% | $11,815+48.6% | $7,339+139.2% |