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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 | $79,824 | $45,050+77.2% | $63,018+26.7% | $70,126+13.8% |
| Participation rate | 95.0% | 69.5%+25.5pp | 74.8%+20.2pp | 69.5%+25.5pp |
| Annual return | 10.16% | 18.76%-8.6pp | 87.62%-77.5pp | 73.15%-63.0pp |
| Employer contribution / active EE | $2,207 | $2,052+7.6% | $2,761-20.1% | $2,343-5.8% |
| Participant deferral / active EE | $2,685 | $2,466+8.9% | $3,330-19.4% | $3,332-19.4% |
| Admin fee / account holder | $2,228 | $2,834-21.4% | $3,601-38.1% | $4,645-52.0% |