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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 | $179,114 | $124,425+44.0% | $112,040+59.9% | $137,256+30.5% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 5.82% | 24.72%-18.9pp | 24.52%-18.7pp | 220.34%-214.5pp |
| Employer contribution / active EE | $7,977 | $3,411+133.8% | $2,954+170.0% | $4,156+91.9% |
| Participant deferral / active EE | $5,617 | $5,718-1.8% | $5,098+10.2% | $6,407-12.3% |
| Admin fee / account holder | $132,368 | $15,207+770.5% | $12,098+994.1% | $12,270+978.8% |