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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 | $99,167 | $63,365+56.5% | $91,994+7.8% | $72,975+35.9% |
| Participation rate | 79.5% | 72.5%+7.0pp | 78.6%+0.9pp | 69.5%+10.0pp |
| Annual return | 18.14% | 35.35%-17.2pp | 69.04%-50.9pp | 81.01%-62.9pp |
| Employer contribution / active EE | $2,954 | $2,116+39.6% | $3,453-14.4% | $2,440+21.1% |
| Participant deferral / active EE | $5,357 | $4,883+9.7% | $5,924-9.6% | $3,608+48.5% |
| Admin fee / account holder | $39,062 | $4,670+736.5% | $7,744+404.4% | $5,124+662.3% |