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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 | $215,556 | $64,920+232.0% | $103,693+107.9% | $86,983+147.8% |
| Participation rate | 85.4% | 63.6%+21.8pp | 72.6%+12.7pp | 69.5%+15.8pp |
| Annual return | 10.66% | 30.29%-19.6pp | 47.61%-36.9pp | 25.83%-15.2pp |
| Employer contribution / active EE | $11,553 | $2,141+439.6% | $2,920+295.6% | $2,584+347.0% |
| Participant deferral / active EE | $9,957 | $3,241+207.2% | $4,579+117.4% | $4,194+137.4% |
| Admin fee / account holder | $30,511 | $6,191+392.8% | $7,858+288.3% | $7,856+288.4% |