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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 | $199,111 | $106,749+86.5% | $145,433+36.9% | $82,448+141.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.16% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $5,659 | $3,444+64.3% | $4,554+24.3% | $2,551+121.8% |
| Participant deferral / active EE | $8,610 | $6,519+32.1% | $7,897+9.0% | $4,139+108.0% |
| Admin fee / account holder | $8,670 | $8,390+3.3% | $13,129-34.0% | $7,234+19.8% |