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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 | $119,549 | $76,551+56.2% | $123,894-3.5% | $62,881+90.1% |
| Participation rate | 97.7% | 73.0%+24.7pp | 81.4%+16.3pp | 69.3%+28.4pp |
| Annual return | 5.39% | 18.68%-13.3pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,872 | $2,882-0.4% | $4,617-37.8% | $2,281+25.9% |
| Participant deferral / active EE | $5,410 | $4,840+11.8% | $5,984-9.6% | $3,203+68.9% |
| Admin fee / account holder | $17,830 | $4,826+269.5% | $8,357+113.4% | $4,296+315.1% |