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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 | $95,453+18.2% | $112,040+0.7% | $82,448+36.8% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.5%+6.8pp | 68.1%+15.3pp |
| Annual return | 10.11% | 23.92%-13.8pp | 24.52%-14.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,943 | $2,318-16.2% | $2,954-34.2% | $2,551-23.8% |
| Participant deferral / active EE | $2,313 | $4,224-45.2% | $5,098-54.6% | $4,139-44.1% |
| Admin fee / account holder | $2,887 | $9,013-68.0% | $12,098-76.1% | $7,234-60.1% |