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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 | $237,830 | $97,550+143.8% | $120,344+97.6% | $87,485+171.9% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.7%+4.4pp | 68.9%+12.1pp |
| Annual return | 10.44% | 18.41%-8.0pp | 20.30%-9.9pp | 26.06%-15.6pp |
| Employer contribution / active EE | $10,918 | $2,291+376.6% | $3,020+261.5% | $2,596+320.5% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,969 | $9,543+14.9% | $12,742-13.9% | $7,775+41.1% |