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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 | $125,306 | $101,798+23.1% | $165,071-24.1% | $80,935+54.8% |
| Participation rate | 97.7% | 71.8%+25.9pp | 78.6%+19.1pp | 67.7%+30.1pp |
| Annual return | 10.48% | 16.73%-6.2pp | 70.17%-59.7pp | 35.66%-25.2pp |
| Employer contribution / active EE | $3,052 | $2,954+3.3% | $4,347-29.8% | $2,757+10.7% |
| Participant deferral / active EE | $4,741 | $4,476+5.9% | $6,035-21.4% | $4,299+10.3% |
| Admin fee / account holder | $13,069 | $8,221+59.0% | $12,695+2.9% | $6,924+88.7% |