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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 | $239,982 | $67,894+253.5% | $89,340+168.6% | $82,448+191.1% |
| Participation rate | 94.7% | 64.0%+30.7pp | 69.6%+25.2pp | 68.1%+26.7pp |
| Annual return | 9.36% | 19.21%-9.8pp | 20.57%-11.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $3,075 | $1,828+68.2% | $2,231+37.8% | $2,551+20.5% |
| Participant deferral / active EE | $6,329 | $3,072+106.0% | $3,823+65.6% | $4,139+52.9% |
| Admin fee / account holder | $3,100 | $5,723-45.8% | $6,704-53.8% | $7,234-57.1% |