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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 | $182,431 | $106,524+71.3% | $152,301+19.8% | $87,485+108.5% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.4%+10.4pp | 68.9%+23.9pp |
| Annual return | 12.53% | 26.89%-14.4pp | 80.50%-68.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $12,004 | $3,371+256.1% | $4,624+159.6% | $2,596+362.4% |
| Participant deferral / active EE | $14,666 | $6,525+124.8% | $8,004+83.2% | $4,274+243.2% |
| Admin fee / account holder | $38,147 | $8,287+360.3% | $14,398+164.9% | $7,775+390.7% |