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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 | $110,567 | $69,515+59.1% | $86,868+27.3% | $85,856+28.8% |
| Participation rate | 96.8% | 66.3%+30.4pp | 71.6%+25.1pp | 69.3%+27.5pp |
| Annual return | 7.53% | 20.12%-12.6pp | 63.53%-56.0pp | 318.58%-311.0pp |
| Employer contribution / active EE | $1,718 | $1,880-8.6% | $2,496-31.2% | $2,565-33.0% |
| Participant deferral / active EE | $2,007 | $2,919-31.2% | $3,699-45.7% | $3,952-49.2% |
| Admin fee / account holder | $5,688 | $5,972-4.8% | $5,829-2.4% | $6,261-9.1% |