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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 | $208,045 | $93,598+122.3% | $135,974+53.0% | $75,173+176.8% |
| Participation rate | 93.9% | 75.2%+18.7pp | 81.9%+12.0pp | 67.2%+26.7pp |
| Annual return | 12.51% | 30.89%-18.4pp | 68.30%-55.8pp | 160.72%-148.2pp |
| Employer contribution / active EE | $7,522 | $3,538+112.6% | $4,859+54.8% | $2,671+181.6% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,001 | $6,978-28.3% | $10,767-53.5% | $5,651-11.5% |