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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 | $133,375 | $83,898+59.0% | $133,3460% | $94,015+41.9% |
| Participation rate | 82.8% | 63.4%+19.4pp | 72.8%+9.9pp | 70.8%+11.9pp |
| Annual return | 10.46% | 16.00%-5.5pp | 36.85%-26.4pp | 17.84%-7.4pp |
| Employer contribution / active EE | $2,160 | $1,821+18.6% | $2,853-24.3% | $2,790-22.6% |
| Participant deferral / active EE | $5,831 | $3,245+79.7% | $4,332+34.6% | $4,249+37.2% |
| Admin fee / account holder | $5,011 | $7,809-35.8% | $14,264-64.9% | $8,951-44.0% |