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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 | $110,946 | $86,940+27.6% | $102,434+8.3% | $80,935+37.1% |
| Participation rate | 87.1% | 72.4%+14.7pp | 76.5%+10.6pp | 67.7%+19.4pp |
| Annual return | 9.08% | 18.89%-9.8pp | 29.46%-20.4pp | 35.66%-26.6pp |
| Employer contribution / active EE | $2,765 | $2,370+16.7% | $3,023-8.5% | $2,757+0.3% |
| Participant deferral / active EE | $3,811 | $4,121-7.5% | $5,055-24.6% | $4,299-11.4% |
| Admin fee / account holder | $4,185 | $8,047-48.0% | $9,462-55.8% | $6,924-39.6% |