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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 | $140,594 | $86,330+62.9% | $121,871+15.4% | $94,015+49.5% |
| Participation rate | 93.9% | 66.7%+27.3pp | 73.2%+20.7pp | 70.8%+23.1pp |
| Annual return | 7.23% | 14.95%-7.7pp | 13.57%-6.3pp | 17.84%-10.6pp |
| Employer contribution / active EE | $3,557 | $2,292+55.2% | $2,731+30.2% | $2,790+27.5% |
| Participant deferral / active EE | $2,730 | $3,146-13.2% | $4,318-36.8% | $4,249-35.7% |
| Admin fee / account holder | $40,855 | $7,346+456.2% | $11,551+253.7% | $8,951+356.4% |