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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 | $57,264 | $84,570-32.3% | $85,946-33.4% | $155,188-63.1% |
| Participation rate | 85.7% | 78.8%+6.9pp | 77.2%+8.5pp | 80.8%+4.9pp |
| Annual return | 10.00% | 35.96%-26.0pp | 31.33%-21.3pp | 148.84%-138.8pp |
| Employer contribution / active EE | $4,577 | $4,651-1.6% | $4,539+0.8% | $4,248+7.8% |
| Participant deferral / active EE | $1,741 | $5,847-70.2% | $5,465-68.1% | $6,531-73.3% |
| Admin fee / account holder | $14,225 | $12,225+16.4% | $11,250+26.4% | $14,480-1.8% |