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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 | $172,113 | $106,749+61.2% | $145,433+18.3% | $82,448+108.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 8.72% | 27.59%-18.9pp | 66.58%-57.9pp | 41.64%-32.9pp |
| Employer contribution / active EE | $6,937 | $3,444+101.4% | $4,554+52.3% | $2,551+171.9% |
| Participant deferral / active EE | $3,131 | $6,519-52.0% | $7,897-60.4% | $4,139-24.4% |
| Admin fee / account holder | $3,826 | $8,390-54.4% | $13,129-70.9% | $7,234-47.1% |