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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 | $89,259+71.5% | $107,187+42.9% | $82,637+85.3% |
| Participation rate | 87.7% | 67.9%+19.7pp | 75.0%+12.6pp | 68.1%+19.6pp |
| Annual return | 12.05% | 21.02%-9.0pp | 204.55%-192.5pp | 53.51%-41.5pp |
| Employer contribution / active EE | $10,483 | $3,080+240.4% | $3,782+177.2% | $2,552+310.8% |
| Participant deferral / active EE | $2,009 | $4,037-50.2% | $5,096-60.6% | $4,126-51.3% |
| Admin fee / account holder | $6,545 | $7,381-11.3% | $9,162-28.6% | $7,339-10.8% |