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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 | $232,344 | $81,403+185.4% | $147,027+58.0% | $87,485+165.6% |
| Participation rate | 76.9% | 63.4%+13.5pp | 73.7%+3.2pp | 68.9%+8.0pp |
| Annual return | 9.51% | 16.51%-7.0pp | 20.23%-10.7pp | 26.06%-16.6pp |
| Employer contribution / active EE | $1,795 | $2,205-18.6% | $3,626-50.5% | $2,596-30.9% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $18,012 | $6,755+166.7% | $12,223+47.4% | $7,775+131.7% |