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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 | $139,280 | $95,453+45.9% | $112,040+24.3% | $82,448+68.9% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.5%+15.5pp | 68.1%+23.9pp |
| Annual return | 9.49% | 23.92%-14.4pp | 24.52%-15.0pp | 41.64%-32.2pp |
| Employer contribution / active EE | $3,734 | $2,318+61.1% | $2,954+26.4% | $2,551+46.4% |
| Participant deferral / active EE | $3,344 | $4,224-20.8% | $5,098-34.4% | $4,139-19.2% |
| Admin fee / account holder | $11,238 | $9,013+24.7% | $12,098-7.1% | $7,234+55.3% |