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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 | $154,162 | $109,359+41.0% | $162,185-4.9% | $72,976+111.3% |
| Participation rate | 97.1% | 84.3%+12.9pp | 87.6%+9.6pp | 69.5%+27.7pp |
| Annual return | 16.72% | 25.46%-8.7pp | 115.61%-98.9pp | 81.02%-64.3pp |
| Employer contribution / active EE | $6,229 | $3,907+59.4% | $5,613+11.0% | $2,440+155.3% |
| Participant deferral / active EE | $6,224 | $5,481+13.6% | $7,297-14.7% | $3,608+72.5% |
| Admin fee / account holder | $13,813 | $7,972+73.3% | $10,844+27.4% | $5,124+169.6% |