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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 | $104,263 | $50,554+106.2% | $67,681+54.0% | $87,485+19.2% |
| Participation rate | 92.7% | 67.7%+25.0pp | 73.7%+19.0pp | 68.9%+23.8pp |
| Annual return | 10.50% | 17.81%-7.3pp | 590.58%-580.1pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,806 | $1,988-9.2% | $2,678-32.6% | $2,596-30.4% |
| Participant deferral / active EE | $5,453 | $2,961+84.1% | $3,976+37.2% | $4,274+27.6% |
| Admin fee / account holder | $3,731 | $4,132-9.7% | $6,100-38.8% | $7,775-52.0% |