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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 | $118,111 | $86,949+35.8% | $102,460+15.3% | $80,959+45.9% |
| Participation rate | 90.4% | 72.4%+18.0pp | 76.5%+13.9pp | 67.7%+22.7pp |
| Annual return | 10.05% | 18.89%-8.8pp | 29.47%-19.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $7,560 | $2,370+219.0% | $3,025+149.9% | $2,757+174.2% |
| Participant deferral / active EE | $2,927 | $4,121-29.0% | $5,056-42.1% | $4,300-31.9% |
| Admin fee / account holder | $11,019 | $8,048+36.9% | $9,460+16.5% | $6,925+59.1% |