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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 | $100,906 | $58,099+73.7% | $76,872+31.3% | $75,173+34.2% |
| Participation rate | 96.3% | 63.9%+32.4pp | 69.6%+26.7pp | 67.2%+29.1pp |
| Annual return | 10.70% | 26.71%-16.0pp | 37.90%-27.2pp | 160.72%-150.0pp |
| Employer contribution / active EE | $1,810 | $1,996-9.3% | $2,533-28.6% | $2,671-32.2% |
| Participant deferral / active EE | $1,858 | $2,999-38.1% | $3,832-51.5% | $4,126-55.0% |
| Admin fee / account holder | $3,393 | $4,778-29.0% | $5,476-38.0% | $5,651-40.0% |