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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 | $96,805 | $63,355+52.8% | $91,994+5.2% | $72,983+32.6% |
| Participation rate | 96.9% | 72.5%+24.4pp | 78.6%+18.2pp | 69.5%+27.4pp |
| Annual return | 19.13% | 35.35%-16.2pp | 69.03%-49.9pp | 81.01%-61.9pp |
| Employer contribution / active EE | $4,262 | $2,116+101.5% | $3,452+23.5% | $2,440+74.7% |
| Participant deferral / active EE | $4,876 | $4,883-0.1% | $5,923-17.7% | $3,608+35.2% |
| Admin fee / account holder | $8,245 | $4,668+76.6% | $7,743+6.5% | $5,124+60.9% |