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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 | $180,063 | $108,825+65.5% | $156,181+15.3% | $82,448+118.4% |
| Participation rate | 72.2% | 72.4%-0.1pp | 78.8%-6.6pp | 68.1%+4.2pp |
| Annual return | 9.21% | 20.59%-11.4pp | 64.87%-55.7pp | 41.64%-32.4pp |
| Employer contribution / active EE | $4,703 | $2,870+63.9% | $4,294+9.5% | $2,551+84.4% |
| Participant deferral / active EE | $6,024 | $4,577+31.6% | $6,132-1.8% | $4,139+45.5% |
| Admin fee / account holder | $27,072 | $9,341+189.8% | $14,586+85.6% | $7,234+274.2% |