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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 | $75,541+80.8% | $152,093-10.2% | $82,637+65.3% |
| Participation rate | 88.5% | 66.5%+21.9pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | 9.84% | 32.56%-22.7pp | 66.36%-56.5pp | 53.51%-43.7pp |
| Employer contribution / active EE | $8,746 | $2,622+233.5% | $4,175+109.5% | $2,552+242.7% |
| Participant deferral / active EE | $7,181 | $3,206+124.0% | $5,451+31.7% | $4,126+74.0% |
| Admin fee / account holder | $4,560 | $6,405-28.8% | $14,497-68.5% | $7,339-37.9% |