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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 | $106,864+114.3% | $147,318+55.5% | $82,637+177.1% |
| Participation rate | 76.9% | 75.5%+1.4pp | 82.1%-5.1pp | 68.1%+8.9pp |
| Annual return | 14.11% | 27.49%-13.4pp | 70.43%-56.3pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,315 | $3,417-61.5% | $4,593-71.4% | $2,552-48.5% |
| Participant deferral / active EE | $7,867 | $6,496+21.1% | $7,906-0.5% | $4,126+90.7% |
| Admin fee / account holder | $10,597 | $8,415+25.9% | $13,708-22.7% | $7,339+44.4% |