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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 | $205,001 | $106,749+92.0% | $145,433+41.0% | $82,448+148.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.33% | 27.59%-14.3pp | 66.58%-53.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $8,480 | $3,444+146.2% | $4,554+86.2% | $2,551+232.4% |
| Participant deferral / active EE | $3,478 | $6,519-46.6% | $7,897-56.0% | $4,139-16.0% |
| Admin fee / account holder | $5,044 | $8,390-39.9% | $13,129-61.6% | $7,234-30.3% |