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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 | $113,512 | $54,763+107.3% | $90,324+25.7% | $72,976+55.5% |
| Participation rate | 88.4% | 65.2%+23.2pp | 73.3%+15.1pp | 69.5%+18.9pp |
| Annual return | 10.17% | 30.63%-20.5pp | 78.15%-68.0pp | 81.02%-70.9pp |
| Employer contribution / active EE | $1,029 | $2,093-50.8% | $2,856-64.0% | $2,440-57.8% |
| Participant deferral / active EE | $6,352 | $2,887+120.0% | $3,885+63.5% | $3,608+76.1% |
| Admin fee / account holder | $2,165 | $3,973-45.5% | $5,356-59.6% | $5,124-57.8% |