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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 | $122,827 | $162,136-24.2% | $152,301-19.4% | $154,746-20.6% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 10.02% | 91.02%-81.0pp | 80.50%-70.5pp | 172.34%-162.3pp |
| Employer contribution / active EE | $2,682 | $4,890-45.1% | $4,624-42.0% | $4,379-38.7% |
| Participant deferral / active EE | $7,930 | $8,341-4.9% | $8,004-0.9% | $6,730+17.8% |
| Admin fee / account holder | $33,967 | $15,759+115.5% | $14,398+135.9% | $14,365+136.4% |