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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 | $190,881 | $93,055+105.1% | $153,741+24.2% | $80,959+135.8% |
| Participation rate | 90.6% | 69.0%+21.6pp | 77.1%+13.5pp | 67.7%+22.9pp |
| Annual return | 7.49% | 19.97%-12.5pp | 15.71%-8.2pp | 35.67%-28.2pp |
| Employer contribution / active EE | $2,134 | $3,504-39.1% | $5,042-57.7% | $2,757-22.6% |
| Participant deferral / active EE | $2,398 | $5,172-53.6% | $6,757-64.5% | $4,300-44.2% |
| Admin fee / account holder | $34,173 | $8,881+284.8% | $12,749+168.0% | $6,925+393.5% |