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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 | $179,009 | $114,712+56.1% | $173,730+3.0% | $87,485+104.6% |
| Participation rate | 82.2% | 73.0%+9.2pp | 79.6%+2.7pp | 68.9%+13.3pp |
| Annual return | 7.69% | 20.18%-12.5pp | 19.96%-12.3pp | 26.06%-18.4pp |
| Employer contribution / active EE | $12,480 | $2,904+329.7% | $4,577+172.6% | $2,596+380.7% |
| Participant deferral / active EE | $6,109 | $4,642+31.6% | $6,326-3.4% | $4,274+43.0% |
| Admin fee / account holder | $10,820 | $10,210+6.0% | $17,523-38.3% | $7,775+39.2% |