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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 | $49,474 | $154,228-67.9% | $145,433-66.0% | $137,256-64.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 11.75% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,667 | $4,804-44.5% | $4,554-41.4% | $4,156-35.8% |
| Participant deferral / active EE | $10,122 | $8,216+23.2% | $7,897+28.2% | $6,407+58.0% |
| Admin fee / account holder | $826 | $14,344-94.2% | $13,129-93.7% | $12,270-93.3% |