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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 | $179,471 | $64,920+176.4% | $103,693+73.1% | $86,983+106.3% |
| Participation rate | 92.3% | 63.6%+28.7pp | 72.6%+19.7pp | 69.5%+22.8pp |
| Annual return | 11.60% | 30.29%-18.7pp | 47.61%-36.0pp | 25.83%-14.2pp |
| Employer contribution / active EE | $20,513 | $2,141+858.1% | $2,920+602.4% | $2,584+693.7% |
| Participant deferral / active EE | $1,163 | $3,241-64.1% | $4,579-74.6% | $4,194-72.3% |
| Admin fee / account holder | $50,752 | $6,191+719.7% | $7,858+545.9% | $7,856+546.0% |