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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 | $138,214 | $106,524+29.7% | $152,301-9.2% | $87,485+58.0% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.4%+14.4pp | 68.9%+27.9pp |
| Annual return | 12.93% | 26.89%-14.0pp | 80.50%-67.6pp | 26.06%-13.1pp |
| Employer contribution / active EE | $4,025 | $3,371+19.4% | $4,624-13.0% | $2,596+55.0% |
| Participant deferral / active EE | $11,286 | $6,525+73.0% | $8,004+41.0% | $4,274+164.1% |
| Admin fee / account holder | $10,869 | $8,287+31.2% | $14,398-24.5% | $7,775+39.8% |