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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 | $167,043 | $106,749+56.5% | $145,433+14.9% | $82,448+102.6% |
| Participation rate | 96.8% | 75.6%+21.2pp | 82.1%+14.7pp | 68.1%+28.8pp |
| Annual return | 13.46% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $3,721 | $3,444+8.0% | $4,554-18.3% | $2,551+45.8% |
| Participant deferral / active EE | $4,966 | $6,519-23.8% | $7,897-37.1% | $4,139+20.0% |
| Admin fee / account holder | $15,546 | $8,390+85.3% | $13,129+18.4% | $7,234+114.9% |