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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 | $113,143 | $154,228-26.6% | $145,433-22.2% | $137,256-17.6% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 12.27% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,641 | $4,804-24.2% | $4,554-20.1% | $4,156-12.4% |
| Participant deferral / active EE | $9,880 | $8,216+20.3% | $7,897+25.1% | $6,407+54.2% |
| Admin fee / account holder | $59,351 | $14,344+313.8% | $13,129+352.1% | $12,270+383.7% |