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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 | $226,947 | $106,749+112.6% | $145,433+56.0% | $82,448+175.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.42% | 27.59%-15.2pp | 66.58%-54.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $3,334 | $3,444-3.2% | $4,554-26.8% | $2,551+30.7% |
| Participant deferral / active EE | $7,314 | $6,519+12.2% | $7,897-7.4% | $4,139+76.7% |
| Admin fee / account holder | $11,493 | $8,390+37.0% | $13,129-12.5% | $7,234+58.9% |