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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 | $33,167 | $102,609-67.7% | $98,090-66.2% | $138,895-76.1% |
| Participation rate | 82.4% | 82.8%-0.4pp | 81.5%+0.8pp | 79.9%+2.4pp |
| Annual return | 11.42% | 36.44%-25.0pp | 37.05%-25.6pp | 145.39%-134.0pp |
| Employer contribution / active EE | $11,052 | $3,867+185.8% | $3,606+206.5% | $4,194+163.5% |
| Participant deferral / active EE | $3,880 | $8,167-52.5% | $7,845-50.5% | $6,396-39.3% |
| Admin fee / account holder | $3,990 | $11,434-65.1% | $11,815-66.2% | $12,562-68.2% |