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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 | $111,281 | $57,057+95.0% | $85,009+30.9% | $80,874+37.6% |
| Participation rate | 88.9% | 56.4%+32.5pp | 67.5%+21.4pp | 67.6%+21.2pp |
| Annual return | 10.22% | 21.66%-11.4pp | 66.47%-56.3pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,492 | $1,799-17.1% | $2,728-45.3% | $2,756-45.9% |
| Participant deferral / active EE | $8,649 | $3,112+178.0% | $4,522+91.3% | $4,297+101.3% |
| Admin fee / account holder | $9,867 | $4,986+97.9% | $6,153+60.4% | $6,935+42.3% |