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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 | $120,096 | $185,312-35.2% | $161,489-25.6% | $154,746-22.4% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 9.41% | 103.84%-94.4pp | 89.72%-80.3pp | 172.34%-162.9pp |
| Employer contribution / active EE | $5,208 | $4,769+9.2% | $4,268+22.0% | $4,379+18.9% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,327 | $18,654-87.5% | $16,006-85.5% | $14,365-83.8% |