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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 | $115,931+24.7% | $185,441-22.1% | $86,983+66.2% |
| Participation rate | 85.4% | 73.6%+11.7pp | 80.3%+5.1pp | 69.5%+15.8pp |
| Annual return | 10.78% | 21.47%-10.7pp | 20.16%-9.4pp | 25.83%-15.0pp |
| Employer contribution / active EE | $4,526 | $2,937+54.1% | $4,672-3.1% | $2,584+75.1% |
| Participant deferral / active EE | $8,037 | $4,551+76.6% | $6,152+30.6% | $4,194+91.6% |
| Admin fee / account holder | $70,266 | $10,687+557.5% | $17,890+292.8% | $7,856+794.4% |