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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 | $153,433 | $93,617+63.9% | $135,982+12.8% | $75,177+104.1% |
| Participation rate | 75.7% | 75.2%+0.5pp | 81.9%-6.2pp | 67.2%+8.5pp |
| Annual return | 13.56% | 30.89%-17.3pp | 68.32%-54.8pp | 160.75%-147.2pp |
| Employer contribution / active EE | $5,605 | $3,538+58.4% | $4,859+15.3% | $2,671+109.8% |
| Participant deferral / active EE | $6,181 | $6,406-3.5% | $7,760-20.3% | $4,126+49.8% |
| Admin fee / account holder | $9,016 | $6,980+29.2% | $10,767-16.3% | $5,651+59.5% |