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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 | $102,611 | $105,210-2.5% | $159,487-35.7% | $85,851+19.5% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.8%+3.4pp | 69.3%+17.0pp |
| Annual return | 12.45% | 45.08%-32.6pp | 263.71%-251.3pp | 318.63%-306.2pp |
| Employer contribution / active EE | $704 | $3,319-78.8% | $4,831-85.4% | $2,565-72.6% |
| Participant deferral / active EE | $3,602 | $5,946-39.4% | $7,354-51.0% | $3,952-8.9% |
| Admin fee / account holder | $4,678 | $6,934-32.5% | $10,804-56.7% | $6,261-25.3% |