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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 | $122,832 | $53,127+131.2% | $86,587+41.9% | $70,131+75.1% |
| Participation rate | 85.7% | 65.3%+20.4pp | 73.5%+12.2pp | 69.5%+16.2pp |
| Annual return | 12.20% | 27.66%-15.5pp | 964.86%-952.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $2,143 | $2,068+3.6% | $2,839-24.5% | $2,342-8.5% |
| Participant deferral / active EE | $4,215 | $2,696+56.4% | $3,609+16.8% | $3,332+26.5% |
| Admin fee / account holder | $9,628 | $3,585+168.5% | $4,906+96.3% | $4,645+107.3% |