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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 | $122,806 | $36,948+232.4% | $73,658+66.7% | $87,485+40.4% |
| Participation rate | 96.8% | 46.8%+50.0pp | 57.0%+39.7pp | 68.9%+27.8pp |
| Annual return | 9.24% | 28.64%-19.4pp | 29.72%-20.5pp | 26.06%-16.8pp |
| Employer contribution / active EE | $2,687 | $670+301.0% | $1,032+160.3% | $2,596+3.5% |
| Participant deferral / active EE | $2,398 | $1,379+73.9% | $2,062+16.3% | $4,274-43.9% |
| Admin fee / account holder | $3,483 | $2,531+37.6% | $3,357+3.8% | $7,775-55.2% |