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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 | $206,476 | $90,745+127.5% | $130,270+58.5% | $75,177+174.7% |
| Participation rate | 98.2% | 71.1%+27.2pp | 76.3%+22.0pp | 67.2%+31.0pp |
| Annual return | 7.26% | 34.45%-27.2pp | 38.89%-31.6pp | 160.75%-153.5pp |
| Employer contribution / active EE | $2,687 | $3,314-18.9% | $4,128-34.9% | $2,671+0.6% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,797-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,578 | $6,331-75.1% | $6,022-73.8% | $5,651-72.1% |