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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 | $193,120 | $86,891+122.3% | $142,516+35.5% | $75,173+156.9% |
| Participation rate | 92.3% | 68.5%+23.8pp | 76.8%+15.5pp | 67.2%+25.1pp |
| Annual return | 9.57% | 23.31%-13.7pp | 19.99%-10.4pp | 160.72%-151.1pp |
| Employer contribution / active EE | $2,041 | $3,355-39.2% | $4,849-57.9% | $2,671-23.6% |
| Participant deferral / active EE | $2,515 | $4,938-49.1% | $6,280-59.9% | $4,126-39.0% |
| Admin fee / account holder | $4,161 | $7,299-43.0% | $10,008-58.4% | $5,651-26.4% |