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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 | $159,083 | $106,524+49.3% | $152,301+4.5% | $87,485+81.8% |
| Participation rate | 88.6% | 75.8%+12.9pp | 82.4%+6.2pp | 68.9%+19.7pp |
| Annual return | 11.00% | 26.89%-15.9pp | 80.50%-69.5pp | 26.06%-15.1pp |
| Employer contribution / active EE | $4,693 | $3,371+39.2% | $4,624+1.5% | $2,596+80.8% |
| Participant deferral / active EE | $5,936 | $6,525-9.0% | $8,004-25.8% | $4,274+38.9% |
| Admin fee / account holder | $27,502 | $8,287+231.9% | $14,398+91.0% | $7,775+253.7% |