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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 | $81,276+108.9% | $155,574+9.1% | $80,925+109.8% |
| Participation rate | 89.7% | 66.2%+23.5pp | 78.2%+11.5pp | 67.7%+22.1pp |
| Annual return | 10.40% | 33.36%-23.0pp | 64.87%-54.5pp | 35.65%-25.3pp |
| Employer contribution / active EE | $6,457 | $3,103+108.1% | $4,676+38.1% | $2,756+134.3% |
| Participant deferral / active EE | $4,439 | $3,453+28.5% | $5,629-21.2% | $4,299+3.3% |
| Admin fee / account holder | $31,517 | $7,993+294.3% | $15,914+98.0% | $6,940+354.1% |