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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 | $144,542 | $110,137+31.2% | $161,149-10.3% | $82,637+74.9% |
| Participation rate | 85.4% | 72.4%+13.0pp | 78.8%+6.5pp | 68.1%+17.3pp |
| Annual return | 10.78% | 20.69%-9.9pp | 21.16%-10.4pp | 53.51%-42.7pp |
| Employer contribution / active EE | $4,526 | $2,856+58.5% | $4,360+3.8% | $2,552+77.3% |
| Participant deferral / active EE | $8,037 | $4,575+75.7% | $6,153+30.6% | $4,126+94.8% |
| Admin fee / account holder | $70,266 | $9,467+642.2% | $15,194+362.4% | $7,339+857.5% |