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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 | $77,808 | $102,609-24.2% | $98,090-20.7% | $138,895-44.0% |
| Participation rate | 82.4% | 82.8%-0.4pp | 81.5%+0.8pp | 79.9%+2.4pp |
| Annual return | 11.22% | 36.44%-25.2pp | 37.05%-25.8pp | 145.39%-134.2pp |
| Employer contribution / active EE | $708 | $3,867-81.7% | $3,606-80.4% | $4,194-83.1% |
| Participant deferral / active EE | $4,530 | $8,167-44.5% | $7,845-42.2% | $6,396-29.2% |
| Admin fee / account holder | $15,156 | $11,434+32.5% | $11,815+28.3% | $12,562+20.6% |