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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 | $210,209 | $124,425+68.9% | $112,040+87.6% | $137,256+53.2% |
| Participation rate | 86.7% | 79.3%+7.4pp | 76.5%+10.2pp | 80.0%+6.7pp |
| Annual return | 9.19% | 24.72%-15.5pp | 24.52%-15.3pp | 220.34%-211.2pp |
| Employer contribution / active EE | $2,217 | $3,411-35.0% | $2,954-25.0% | $4,156-46.7% |
| Participant deferral / active EE | $3,388 | $5,718-40.7% | $5,098-33.5% | $6,407-47.1% |
| Admin fee / account holder | $18,066 | $15,207+18.8% | $12,098+49.3% | $12,270+47.2% |