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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 | $207,722 | $76,407+171.9% | $150,298+38.2% | $82,448+151.9% |
| Participation rate | 91.2% | 66.4%+24.8pp | 77.8%+13.5pp | 68.1%+23.2pp |
| Annual return | 12.49% | 39.99%-27.5pp | 62.79%-50.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $9,966 | $2,614+281.3% | $4,154+139.9% | $2,551+290.7% |
| Participant deferral / active EE | $5,686 | $3,214+76.9% | $5,453+4.3% | $4,139+37.4% |
| Admin fee / account holder | $4,541 | $6,352-28.5% | $14,116-67.8% | $7,234-37.2% |