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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 | $220,657 | $95,453+131.2% | $112,040+96.9% | $82,448+167.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.20% | 23.92%-11.7pp | 24.52%-12.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $3,519 | $2,318+51.8% | $2,954+19.1% | $2,551+37.9% |
| Participant deferral / active EE | $4,682 | $4,224+10.9% | $5,098-8.2% | $4,139+13.1% |
| Admin fee / account holder | $10,670 | $9,013+18.4% | $12,098-11.8% | $7,234+47.5% |