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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 | $190,456 | $95,404+99.6% | $113,397+68.0% | $82,637+130.5% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.5%+17.4pp | 68.1%+25.8pp |
| Annual return | 6.63% | 19.08%-12.5pp | 23.20%-16.6pp | 53.51%-46.9pp |
| Employer contribution / active EE | $10,194 | $2,307+341.9% | $2,977+242.4% | $2,552+299.4% |
| Participant deferral / active EE | $6,087 | $4,220+44.3% | $5,076+19.9% | $4,126+47.5% |
| Admin fee / account holder | $23,064 | $9,168+151.6% | $11,957+92.9% | $7,339+214.3% |