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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 | $178,975 | $69,248+158.5% | $64,101+179.2% | $139,466+28.3% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 8.44% | 45.95%-37.5pp | 33.72%-25.3pp | 373.66%-365.2pp |
| Employer contribution / active EE | $4,460 | $3,185+40.0% | $2,749+62.3% | $4,754-6.2% |
| Participant deferral / active EE | $3,990 | $4,682-14.8% | $3,881+2.8% | $6,712-40.6% |
| Admin fee / account holder | $5,663 | $4,247+33.3% | $3,070+84.4% | $11,409-50.4% |