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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 | $236,769 | $106,524+122.3% | $152,301+55.5% | $87,485+170.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.4%+6.4pp | 68.9%+20.0pp |
| Annual return | 13.69% | 26.89%-13.2pp | 80.50%-66.8pp | 26.06%-12.4pp |
| Employer contribution / active EE | $7,639 | $3,371+126.6% | $4,624+65.2% | $2,596+194.2% |
| Participant deferral / active EE | $6,232 | $6,525-4.5% | $8,004-22.1% | $4,274+45.8% |
| Admin fee / account holder | $14,871 | $8,287+79.5% | $14,398+3.3% | $7,775+91.3% |