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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 | $112,825 | $97,550+15.7% | $120,344-6.2% | $87,485+29.0% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.7%+6.6pp | 68.9%+14.4pp |
| Annual return | 10.11% | 18.41%-8.3pp | 20.30%-10.2pp | 26.06%-15.9pp |
| Employer contribution / active EE | $1,943 | $2,291-15.2% | $3,020-35.7% | $2,596-25.2% |
| Participant deferral / active EE | $2,313 | $4,230-45.3% | $5,135-55.0% | $4,274-45.9% |
| Admin fee / account holder | $2,887 | $9,543-69.7% | $12,742-77.3% | $7,775-62.9% |