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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 | $136,613 | $77,814+75.6% | $158,223-13.7% | $86,983+57.1% |
| Participation rate | 88.5% | 68.4%+20.0pp | 79.2%+9.3pp | 69.5%+18.9pp |
| Annual return | 9.84% | 30.54%-20.7pp | 52.09%-42.2pp | 25.83%-16.0pp |
| Employer contribution / active EE | $8,746 | $2,592+237.4% | $4,109+112.9% | $2,584+238.4% |
| Participant deferral / active EE | $7,181 | $3,270+119.6% | $5,467+31.3% | $4,194+71.2% |
| Admin fee / account holder | $4,560 | $5,879-22.4% | $16,047-71.6% | $7,856-42.0% |