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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 | $113,278 | $106,247+6.6% | $96,515+17.4% | $139,466-18.8% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 9.51% | 38.47%-29.0pp | 35.73%-26.2pp | 373.66%-364.2pp |
| Employer contribution / active EE | $2,653 | $4,106-35.4% | $3,740-29.1% | $4,754-44.2% |
| Participant deferral / active EE | $5,228 | $5,456-4.2% | $4,880+7.1% | $6,712-22.1% |
| Admin fee / account holder | $715 | $7,885-90.9% | $6,735-89.4% | $11,409-93.7% |