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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 | $139,256 | $65,712+111.9% | $57,196+143.5% | $273,972-49.2% |
| Participation rate | 95.0% | 78.3%+16.7pp | 75.3%+19.7pp | 83.0%+12.0pp |
| Annual return | 0.92% | 22.01%-21.1pp | 14.59%-13.7pp | 41.46%-40.5pp |
| Employer contribution / active EE | $8,187 | $3,280+149.6% | $2,683+205.1% | $4,869+68.2% |
| Participant deferral / active EE | $9,089 | $3,782+140.3% | $3,096+193.6% | $5,287+71.9% |
| Admin fee / account holder | $3,298 | $4,838-31.8% | $3,141+5.0% | $10,133-67.5% |