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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 | $148,264 | $76,371+94.1% | $93,621+58.4% | $72,976+103.2% |
| Participation rate | 80.5% | 71.8%+8.7pp | 75.8%+4.7pp | 69.5%+11.0pp |
| Annual return | 15.78% | 25.82%-10.0pp | 32.76%-17.0pp | 81.02%-65.2pp |
| Employer contribution / active EE | $1,937 | $2,276-14.9% | $2,719-28.8% | $2,440-20.6% |
| Participant deferral / active EE | $3,940 | $3,538+11.3% | $4,070-3.2% | $3,608+9.2% |
| Admin fee / account holder | $3,116 | $6,839-54.4% | $7,890-60.5% | $5,124-39.2% |