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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 | $106,549 | $88,672+20.2% | $105,223+1.3% | $82,448+29.2% |
| Participation rate | 84.8% | 67.9%+16.9pp | 75.0%+9.8pp | 68.1%+16.8pp |
| Annual return | 9.99% | 30.86%-20.9pp | 180.65%-170.7pp | 41.64%-31.7pp |
| Employer contribution / active EE | $2,596 | $3,048-14.8% | $3,689-29.6% | $2,551+1.8% |
| Participant deferral / active EE | $5,615 | $4,036+39.1% | $5,072+10.7% | $4,139+35.6% |
| Admin fee / account holder | $3,964 | $7,146-44.5% | $8,859-55.3% | $7,234-45.2% |