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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 | $77,384 | $162,136-52.3% | $152,301-49.2% | $154,746-50.0% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 10.95% | 91.02%-80.1pp | 80.50%-69.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $3,394 | $4,890-30.6% | $4,624-26.6% | $4,379-22.5% |
| Participant deferral / active EE | $5,692 | $8,341-31.8% | $8,004-28.9% | $6,730-15.4% |
| Admin fee / account holder | $20,443 | $15,759+29.7% | $14,398+42.0% | $14,365+42.3% |