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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 | $167,279 | $95,453+75.2% | $112,040+49.3% | $82,448+102.9% |
| Participation rate | 98.4% | 72.8%+25.6pp | 76.5%+21.9pp | 68.1%+30.3pp |
| Annual return | 9.79% | 23.92%-14.1pp | 24.52%-14.7pp | 41.64%-31.9pp |
| Employer contribution / active EE | $9,937 | $2,318+328.7% | $2,954+236.4% | $2,551+289.5% |
| Participant deferral / active EE | $3,357 | $4,224-20.5% | $5,098-34.1% | $4,139-18.9% |
| Admin fee / account holder | $8,247 | $9,013-8.5% | $12,098-31.8% | $7,234+14.0% |