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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 | $119,597 | $176,786-32.3% | $146,643-18.4% | $167,536-28.6% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 4.67% | 24.04%-19.4pp | 22.75%-18.1pp | 478.82%-474.1pp |
| Employer contribution / active EE | $3,124 | $5,161-39.5% | $4,137-24.5% | $4,839-35.4% |
| Participant deferral / active EE | $9,644 | $6,440+49.7% | $5,506+75.1% | $6,342+52.1% |
| Admin fee / account holder | $19,662 | $13,262+48.3% | $10,280+91.3% | $12,315+59.7% |