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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 | $244,621 | $106,864+128.9% | $147,318+66.0% | $82,637+196.0% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.1%+12.0pp | 68.1%+26.0pp |
| Annual return | 12.47% | 27.49%-15.0pp | 70.43%-58.0pp | 53.51%-41.0pp |
| Employer contribution / active EE | $3,662 | $3,417+7.2% | $4,593-20.3% | $2,552+43.5% |
| Participant deferral / active EE | $9,299 | $6,496+43.2% | $7,906+17.6% | $4,126+125.4% |
| Admin fee / account holder | $23,080 | $8,415+174.3% | $13,708+68.4% | $7,339+214.5% |