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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 | $153,243 | $101,795+50.5% | $165,100-7.2% | $80,959+89.3% |
| Participation rate | 86.4% | 71.8%+14.5pp | 78.6%+7.7pp | 67.7%+18.7pp |
| Annual return | 7.86% | 16.73%-8.9pp | 70.21%-62.3pp | 35.67%-27.8pp |
| Employer contribution / active EE | $7,328 | $2,954+148.1% | $4,348+68.5% | $2,757+165.8% |
| Participant deferral / active EE | $5,673 | $4,476+26.7% | $6,035-6.0% | $4,300+31.9% |
| Admin fee / account holder | $30,381 | $8,221+269.5% | $12,696+139.3% | $6,925+338.7% |