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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 | $103,516 | $155,555-33.5% | $146,866-29.5% | $155,188-33.3% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.5%+12.5pp | 80.8%+14.2pp |
| Annual return | 10.07% | 115.41%-105.3pp | 102.85%-92.8pp | 148.84%-138.8pp |
| Employer contribution / active EE | $2,779 | $4,647-40.2% | $4,425-37.2% | $4,248-34.6% |
| Participant deferral / active EE | $2,831 | $8,044-64.8% | $7,759-63.5% | $6,531-56.6% |
| Admin fee / account holder | $5,902 | $14,755-60.0% | $13,620-56.7% | $14,480-59.2% |