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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 | $112,313 | $103,385+8.6% | $87,104+28.9% | $152,870-26.5% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.9%+16.9pp | 82.4%+11.3pp |
| Annual return | 6.55% | 28.10%-21.5pp | 28.19%-21.6pp | 345.34%-338.8pp |
| Employer contribution / active EE | $1,875 | $3,220-41.8% | $2,521-25.6% | $4,763-60.6% |
| Participant deferral / active EE | $2,023 | $4,778-57.7% | $4,049-50.0% | $5,850-65.4% |
| Admin fee / account holder | $6,183 | $12,192-49.3% | $7,490-17.4% | $11,597-46.7% |