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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 | $117,985 | $72,607+62.5% | $90,259+30.7% | $87,485+34.9% |
| Participation rate | 96.6% | 64.8%+31.7pp | 70.7%+25.8pp | 68.9%+27.6pp |
| Annual return | 8.92% | 18.59%-9.7pp | 18.88%-10.0pp | 26.06%-17.1pp |
| Employer contribution / active EE | $3,943 | $1,919+105.4% | $2,291+72.1% | $2,596+51.9% |
| Participant deferral / active EE | $7,458 | $3,055+144.2% | $3,827+94.9% | $4,274+74.5% |
| Admin fee / account holder | $7,284 | $5,947+22.5% | $7,267+0.2% | $7,775-6.3% |