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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 | $145,965 | $97,550+49.6% | $120,344+21.3% | $87,485+66.8% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.7%+17.9pp | 68.9%+25.7pp |
| Annual return | 11.04% | 18.41%-7.4pp | 20.30%-9.3pp | 26.06%-15.0pp |
| Employer contribution / active EE | $2,002 | $2,291-12.6% | $3,020-33.7% | $2,596-22.9% |
| Participant deferral / active EE | $7,490 | $4,230+77.1% | $5,135+45.9% | $4,274+75.3% |
| Admin fee / account holder | $7,363 | $9,543-22.8% | $12,742-42.2% | $7,775-5.3% |