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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 | $106,749+92.6% | $145,433+41.4% | $82,448+149.4% |
| Participation rate | 86.7% | 75.6%+11.0pp | 82.1%+4.5pp | 68.1%+18.6pp |
| Annual return | 13.47% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,750 | $3,444-49.2% | $4,554-61.6% | $2,551-31.4% |
| Participant deferral / active EE | $6,765 | $6,519+3.8% | $7,897-14.3% | $4,139+63.4% |
| Admin fee / account holder | $16,872 | $8,390+101.1% | $13,129+28.5% | $7,234+133.2% |