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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 | $57,146 | $51,638+10.7% | $68,368-16.4% | $82,448-30.7% |
| Participation rate | 76.7% | 63.6%+13.1pp | 73.8%+2.9pp | 68.1%+8.6pp |
| Annual return | 13.29% | 37.53%-24.2pp | 292.57%-279.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,227 | $2,047+8.8% | $2,649-15.9% | $2,551-12.7% |
| Participant deferral / active EE | $2,817 | $2,914-3.3% | $4,123-31.7% | $4,139-31.9% |
| Admin fee / account holder | $5,026 | $4,643+8.2% | $5,150-2.4% | $7,234-30.5% |