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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 | $158,809 | $106,749+48.8% | $145,433+9.2% | $82,448+92.6% |
| Participation rate | 95.9% | 75.6%+20.2pp | 82.1%+13.8pp | 68.1%+27.8pp |
| Annual return | 7.81% | 27.59%-19.8pp | 66.58%-58.8pp | 41.64%-33.8pp |
| Employer contribution / active EE | $7,435 | $3,444+115.8% | $4,554+63.2% | $2,551+191.4% |
| Participant deferral / active EE | $7,867 | $6,519+20.7% | $7,897-0.4% | $4,139+90.1% |
| Admin fee / account holder | $6,001 | $8,390-28.5% | $13,129-54.3% | $7,234-17.0% |