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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 | $205,646 | $99,875+105.9% | $146,866+40.0% | $86,983+136.4% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.5%+17.1pp |
| Annual return | 13.47% | 28.10%-14.6pp | 102.85%-89.4pp | 25.83%-12.4pp |
| Employer contribution / active EE | $1,750 | $3,224-45.7% | $4,425-60.4% | $2,584-32.3% |
| Participant deferral / active EE | $6,765 | $6,322+7.0% | $7,759-12.8% | $4,194+61.3% |
| Admin fee / account holder | $16,872 | $7,838+115.3% | $13,620+23.9% | $7,856+114.8% |