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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 | $100,194+12.6% | $122,979-8.3% | $86,983+29.7% |
| Participation rate | 83.3% | 73.0%+10.4pp | 77.2%+6.1pp | 69.5%+13.8pp |
| Annual return | 10.11% | 16.47%-6.4pp | 20.12%-10.0pp | 25.83%-15.7pp |
| Employer contribution / active EE | $1,943 | $2,326-16.5% | $3,062-36.6% | $2,584-24.8% |
| Participant deferral / active EE | $2,313 | $4,133-44.0% | $5,003-53.8% | $4,194-44.8% |
| Admin fee / account holder | $2,887 | $10,148-71.5% | $12,864-77.6% | $7,856-63.2% |