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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 | $221,170 | $63,354+249.1% | $94,105+135.0% | $82,637+167.6% |
| Participation rate | 89.7% | 63.8%+25.8pp | 71.9%+17.7pp | 68.1%+21.6pp |
| Annual return | 7.81% | 34.36%-26.5pp | 204.55%-196.7pp | 53.51%-45.7pp |
| Employer contribution / active EE | $3,589 | $1,760+104.0% | $2,504+43.3% | $2,552+40.6% |
| Participant deferral / active EE | $2,916 | $2,873+1.5% | $3,881-24.9% | $4,126-29.3% |
| Admin fee / account holder | $921 | $5,073-81.8% | $6,199-85.1% | $7,339-87.4% |