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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 | $137,423 | $98,463+39.6% | $119,258+15.2% | $85,847+60.1% |
| Participation rate | 92.9% | 77.6%+15.3pp | 82.7%+10.1pp | 69.3%+23.5pp |
| Annual return | 10.96% | 38.53%-27.6pp | 30.69%-19.7pp | 318.61%-307.6pp |
| Employer contribution / active EE | $2,004 | $3,698-45.8% | $4,384-54.3% | $2,565-21.9% |
| Participant deferral / active EE | $7,618 | $4,942+54.1% | $6,111+24.7% | $3,952+92.7% |
| Admin fee / account holder | $12,873 | $7,493+71.8% | $7,226+78.2% | $6,261+105.6% |