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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 | $229,025 | $106,749+114.5% | $145,433+57.5% | $82,448+177.8% |
| Participation rate | 76.9% | 75.6%+1.3pp | 82.1%-5.2pp | 68.1%+8.9pp |
| Annual return | 14.11% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,315 | $3,444-61.8% | $4,554-71.1% | $2,551-48.5% |
| Participant deferral / active EE | $7,867 | $6,519+20.7% | $7,897-0.4% | $4,139+90.1% |
| Admin fee / account holder | $10,597 | $8,390+26.3% | $13,129-19.3% | $7,234+46.5% |