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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 | $169,769 | $81,358+108.7% | $155,556+9.1% | $80,959+109.7% |
| Participation rate | 89.7% | 66.3%+23.5pp | 78.2%+11.5pp | 67.7%+22.1pp |
| Annual return | 10.40% | 33.39%-23.0pp | 64.84%-54.4pp | 35.67%-25.3pp |
| Employer contribution / active EE | $6,457 | $3,106+107.9% | $4,675+38.1% | $2,757+134.2% |
| Participant deferral / active EE | $4,439 | $3,455+28.5% | $5,631-21.2% | $4,300+3.2% |
| Admin fee / account holder | $31,517 | $7,994+294.3% | $15,885+98.4% | $6,925+355.1% |