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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 | $142,634 | $49,255+189.6% | $70,494+102.3% | $79,856+78.6% |
| Participation rate | 87.8% | 69.2%+18.7pp | 75.1%+12.7pp | 69.6%+18.2pp |
| Annual return | 5.46% | 30.10%-24.6pp | 109.16%-103.7pp | 31.71%-26.2pp |
| Employer contribution / active EE | $4,180 | $2,100+99.0% | $2,738+52.6% | $2,471+69.1% |
| Participant deferral / active EE | $7,305 | $2,768+163.9% | $3,711+96.9% | $3,741+95.3% |
| Admin fee / account holder | $4,298 | $2,879+49.3% | $3,848+11.7% | $5,306-19.0% |