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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 | $132,902 | $209,336-36.5% | $197,124-32.6% | $137,256-3.2% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 10.40% | 48.09%-37.7pp | 44.34%-33.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $4,117 | $6,591-37.5% | $6,227-33.9% | $4,156-0.9% |
| Participant deferral / active EE | $10,166 | $9,614+5.7% | $9,135+11.3% | $6,407+58.7% |
| Admin fee / account holder | $6,378 | $17,308-63.1% | $16,298-60.9% | $12,270-48.0% |