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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 | $143,107 | $88,370+61.9% | $112,977+26.7% | $79,856+79.2% |
| Participation rate | 93.3% | 76.8%+16.5pp | 82.6%+10.8pp | 69.6%+23.7pp |
| Annual return | 11.68% | 23.16%-11.5pp | 24.24%-12.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,631 | $3,398-52.0% | $4,255-61.7% | $2,471-34.0% |
| Participant deferral / active EE | $5,696 | $4,536+25.6% | $5,836-2.4% | $3,741+52.3% |
| Admin fee / account holder | $5,354 | $5,750-6.9% | $6,294-14.9% | $5,306+0.9% |