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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 | $174,969 | $65,378+167.6% | $87,103+100.9% | $65,186+168.4% |
| Participation rate | 92.4% | 75.3%+17.0pp | 76.9%+15.5pp | 70.2%+22.2pp |
| Annual return | 13.54% | 31.28%-17.7pp | 28.19%-14.6pp | 29.39%-15.8pp |
| Employer contribution / active EE | $2,381 | $1,823+30.6% | $2,521-5.6% | $2,177+9.4% |
| Participant deferral / active EE | $3,369 | $3,389-0.6% | $4,049-16.8% | $3,514-4.1% |
| Admin fee / account holder | $17,804 | $520+3324.9% | $7,491+137.7% | $847+2001.4% |