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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 | $117,763 | $201,344-41.5% | $184,243-36.1% | $145,877-19.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 5.44% | 29.01%-23.6pp | 28.82%-23.4pp | 551.28%-545.8pp |
| Employer contribution / active EE | $1,791 | $7,022-74.5% | $6,427-72.1% | $4,663-61.6% |
| Participant deferral / active EE | $10,946 | $9,807+11.6% | $9,132+19.9% | $6,691+63.6% |
| Admin fee / account holder | $8,156 | $16,382-50.2% | $13,914-41.4% | $13,402-39.1% |