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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 | $167,520 | $97,648+71.6% | $121,663+37.7% | $87,485+91.5% |
| Participation rate | 96.2% | 70.5%+25.7pp | 74.5%+21.7pp | 68.9%+27.2pp |
| Annual return | 8.61% | 18.03%-9.4pp | 147.54%-138.9pp | 26.06%-17.5pp |
| Employer contribution / active EE | $2,679 | $2,300+16.5% | $3,020-11.3% | $2,596+3.2% |
| Participant deferral / active EE | $6,558 | $3,923+67.2% | $4,887+34.2% | $4,274+53.5% |
| Admin fee / account holder | $55,153 | $11,100+396.9% | $14,289+286.0% | $7,775+609.4% |