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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 | $203,529 | $146,267+39.1% | $197,124+3.2% | $82,448+146.9% |
| Participation rate | 82.9% | 84.0%-1.2pp | 86.7%-3.9pp | 68.1%+14.8pp |
| Annual return | 12.99% | 29.61%-16.6pp | 44.34%-31.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $6,779 | $4,723+43.5% | $6,227+8.9% | $2,551+165.8% |
| Participant deferral / active EE | $6,427 | $7,035-8.6% | $9,135-29.6% | $4,139+55.3% |
| Admin fee / account holder | $13,576 | $14,422-5.9% | $16,298-16.7% | $7,234+87.7% |