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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 | $204,809 | $106,749+91.9% | $145,433+40.8% | $82,448+148.4% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 13.32% | 27.59%-14.3pp | 66.58%-53.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $728 | $3,444-78.9% | $4,554-84.0% | $2,551-71.5% |
| Participant deferral / active EE | $8,164 | $6,519+25.2% | $7,897+3.4% | $4,139+97.2% |
| Admin fee / account holder | $76,304 | $8,390+809.5% | $13,129+481.2% | $7,234+954.7% |