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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 | $186,167 | $54,763+239.9% | $90,324+106.1% | $72,976+155.1% |
| Participation rate | 82.5% | 65.2%+17.3pp | 73.3%+9.2pp | 69.5%+13.0pp |
| Annual return | 8.66% | 30.63%-22.0pp | 78.15%-69.5pp | 81.02%-72.4pp |
| Employer contribution / active EE | $3,469 | $2,093+65.7% | $2,856+21.5% | $2,440+42.2% |
| Participant deferral / active EE | $4,338 | $2,887+50.2% | $3,885+11.6% | $3,608+20.2% |
| Admin fee / account holder | $17,369 | $3,973+337.1% | $5,356+224.3% | $5,124+239.0% |