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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 | $249,686 | $95,453+161.6% | $112,040+122.9% | $82,448+202.8% |
| Participation rate | 80.3% | 72.8%+7.5pp | 76.5%+3.8pp | 68.1%+12.2pp |
| Annual return | 11.79% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,730 | $2,318+17.8% | $2,954-7.6% | $2,551+7.0% |
| Participant deferral / active EE | $7,439 | $4,224+76.1% | $5,098+45.9% | $4,139+79.7% |
| Admin fee / account holder | $16,964 | $9,013+88.2% | $12,098+40.2% | $7,234+134.5% |