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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 | $226,557 | $63,082+259.1% | $81,726+177.2% | $79,856+183.7% |
| Participation rate | 91.2% | 67.5%+23.6pp | 72.0%+19.2pp | 69.6%+21.5pp |
| Annual return | 5.28% | 22.66%-17.4pp | 29.49%-24.2pp | 31.71%-26.4pp |
| Employer contribution / active EE | $2,492 | $1,795+38.8% | $4,311-42.2% | $2,471+0.8% |
| Participant deferral / active EE | $4,147 | $2,780+49.1% | $7,108-41.7% | $3,741+10.9% |
| Admin fee / account holder | $7,583 | $4,428+71.2% | $5,160+47.0% | $5,306+42.9% |