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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 | $75,720+216.9% | $90,312+165.7% | $86,983+175.9% |
| Participation rate | 94.7% | 66.3%+28.5pp | 72.9%+21.8pp | 69.5%+25.2pp |
| Annual return | 9.36% | 18.55%-9.2pp | 18.90%-9.5pp | 25.83%-16.5pp |
| Employer contribution / active EE | $3,075 | $1,945+58.1% | $2,243+37.1% | $2,584+19.0% |
| Participant deferral / active EE | $6,329 | $3,001+110.9% | $3,749+68.8% | $4,194+50.9% |
| Admin fee / account holder | $3,100 | $6,201-50.0% | $8,248-62.4% | $7,856-60.5% |