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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 | $49,100 | $84,236-41.7% | $170,435-71.2% | $70,126-30.0% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 9.20% | 23.06%-13.9pp | 205.94%-196.7pp | 73.15%-63.9pp |
| Employer contribution / active EE | $7,034 | $3,387+107.7% | $5,432+29.5% | $2,343+200.3% |
| Participant deferral / active EE | $2,032 | $3,086-34.2% | $4,939-58.9% | $3,332-39.0% |
| Admin fee / account holder | $13,783 | $5,698+141.9% | $13,881-0.7% | $4,645+196.7% |