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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 | $62,017 | $106,749-41.9% | $145,433-57.4% | $82,448-24.8% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 13.64% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $4,572 | $3,444+32.7% | $4,554+0.4% | $2,551+79.2% |
| Participant deferral / active EE | $9,634 | $6,519+47.8% | $7,897+22.0% | $4,139+132.8% |
| Admin fee / account holder | $32,098 | $8,390+282.6% | $13,129+144.5% | $7,234+343.7% |