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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 | $153,124 | $88,672+72.7% | $105,223+45.5% | $82,448+85.7% |
| Participation rate | 87.7% | 67.9%+19.7pp | 75.0%+12.6pp | 68.1%+19.6pp |
| Annual return | 12.05% | 30.86%-18.8pp | 180.65%-168.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $10,483 | $3,048+243.9% | $3,689+184.2% | $2,551+311.0% |
| Participant deferral / active EE | $2,009 | $4,036-50.2% | $5,072-60.4% | $4,139-51.5% |
| Admin fee / account holder | $6,545 | $7,146-8.4% | $8,859-26.1% | $7,234-9.5% |